+129.2%
PBE price history and return analytics
+226.9%
-97.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.8% |
| 7D | -5.8% | -2.0% | -3.8% | -3.9% |
| 30D | -0.9% | -1.4% | +0.5% | +0.4% |
| 3M | +12.7% | +4.7% | +7.9% | +7.4% |
| 6M | +19.3% | +11.4% | +7.9% | +6.9% |
| YTD | +14.5% | +13.1% | +1.4% | +1.0% |
| 1Y | +35.5% | +19.0% | +16.5% | +13.6% |
| 3Y | +58.8% | +73.9% | -15.2% | -8.7% |
| 5Y | +23.5% | +65.4% | -41.9% | -25.3% |
| All | +129.2% | +226.9% | -97.7% | -30.7% |
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