-28.3%
PBD price history and return analytics
+355.4%
-383.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.0% |
| 7D | -0.3% | -0.1% | -0.1% | -0.1% |
| 30D | -8.5% | -3.1% | -5.4% | -4.9% |
| 3M | -15.3% | -3.5% | -11.8% | -11.4% |
| 6M | -29.4% | +0.5% | -29.8% | -29.3% |
| YTD | -3.8% | +10.8% | -14.6% | -14.2% |
| 1Y | -9.5% | +11.9% | -21.4% | -20.2% |
| 3Y | +20.2% | +73.0% | -52.8% | -36.8% |
| 5Y | -45.0% | +58.6% | -103.6% | -67.2% |
| 10Y | +82.8% | +219.2% | -136.3% | -52.1% |
| All | -28.3% | +355.4% | -383.7% | -87.5% |
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 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