-32.3%
PBD price history and return analytics
+66.2%
-98.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.5% |
| 7D | +2.2% | +1.0% | +1.2% | +0.8% |
| 30D | -2.0% | -0.2% | -1.8% | -1.7% |
| 3M | -12.5% | +4.5% | -17.0% | -17.4% |
| 6M | +3.9% | +14.1% | -10.2% | -12.5% |
| YTD | +11.6% | +14.8% | -3.1% | -6.7% |
| 1Y | +26.4% | +21.2% | +5.2% | -1.5% |
| 3Y | +17.0% | +76.6% | -59.6% | -45.3% |
| 5Y | -32.3% | +66.6% | -98.9% | -64.4% |
| All | -32.3% | +66.2% | -98.5% | -64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling