-29.2%
PBD price history and return analytics
+346.0%
-375.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.0% |
| 7D | +0.9% | -2.3% | +3.3% | +3.9% |
| 30D | -9.6% | -5.0% | -4.7% | -3.7% |
| 3M | -15.2% | -4.9% | -10.3% | -9.7% |
| 6M | -29.9% | -1.5% | -28.3% | -28.0% |
| YTD | -5.0% | +8.5% | -13.5% | -13.1% |
| 1Y | -8.2% | +11.4% | -19.6% | -18.6% |
| 3Y | +13.1% | +70.1% | -57.0% | -39.4% |
| 5Y | -46.1% | +53.7% | -99.8% | -66.6% |
| 10Y | +77.1% | +220.0% | -142.9% | -53.7% |
| All | -29.2% | +346.0% | -375.2% | -87.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling