+57.8%
PBDC price history and return analytics
+106.1%
-48.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +1.0% | -2.3% | +3.3% | +2.5% |
| 30D | +3.7% | -5.0% | +8.7% | +7.3% |
| 3M | -3.1% | -4.9% | +1.8% | +0.2% |
| 6M | -3.0% | -1.5% | -1.4% | -2.3% |
| YTD | -7.0% | +8.5% | -15.5% | -12.8% |
| 1Y | -2.8% | +11.4% | -14.2% | -10.7% |
| 3Y | +15.1% | +70.1% | -55.0% | -22.9% |
| All | +57.8% | +106.1% | -48.3% | -8.8% |
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