+81.1%
PBD price history and return analytics
+222.7%
-141.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.1% |
| 7D | +1.3% | +2.9% | -1.6% | -2.2% |
| 30D | -8.5% | -2.5% | -6.0% | -5.5% |
| 3M | -18.0% | -3.3% | -14.7% | -14.3% |
| 6M | -28.9% | +1.5% | -30.4% | -29.7% |
| YTD | -5.0% | +11.4% | -16.4% | -15.8% |
| 1Y | -9.1% | +11.9% | -21.0% | -19.9% |
| 3Y | +18.7% | +73.9% | -55.2% | -38.0% |
| 5Y | -47.5% | +57.9% | -105.4% | -68.8% |
| All | +81.1% | +222.7% | -141.6% | -46.5% |
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