+77.5%
PBD price history and return analytics
+221.8%
-144.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.6% |
| 7D | -2.0% | +2.4% | -4.3% | -4.7% |
| 30D | -8.3% | -1.5% | -6.8% | -6.5% |
| 3M | -19.7% | -4.1% | -15.6% | -15.2% |
| 6M | -31.3% | +0.6% | -31.8% | -31.2% |
| YTD | -6.9% | +11.0% | -17.9% | -17.2% |
| 1Y | -8.5% | +13.3% | -21.9% | -20.6% |
| 3Y | +16.2% | +73.4% | -57.2% | -39.1% |
| 5Y | -48.6% | +57.4% | -106.0% | -69.3% |
| All | +77.5% | +221.8% | -144.2% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling