+498.2%
PBE price history and return analytics
+374.2%
+124.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +1.4% | +0.4% | +0.9% | +1.0% |
| 30D | +6.5% | +1.0% | +5.5% | +5.6% |
| 3M | +17.1% | +2.4% | +14.7% | +14.4% |
| 6M | +22.5% | +12.0% | +10.5% | +10.5% |
| YTD | +20.1% | +15.3% | +4.8% | +5.5% |
| 1Y | +41.7% | +22.6% | +19.1% | +17.9% |
| 3Y | +61.1% | +74.7% | -13.6% | -1.8% |
| 5Y | +26.3% | +66.1% | -39.8% | -19.5% |
| 10Y | +150.0% | +225.0% | -75.0% | -8.9% |
| All | +498.2% | +374.2% | +124.0% | +54.0% |
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