+250.9%
PBF price history and return analytics
+221.8%
+29.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.9% |
| 7D | +6.5% | +2.4% | +4.1% | +2.8% |
| 30D | -20.0% | -1.5% | -18.5% | -18.4% |
| 3M | -3.3% | -4.1% | +0.8% | +2.4% |
| 6M | +76.8% | +0.6% | +76.2% | +71.1% |
| YTD | +168.9% | +11.0% | +157.9% | +112.3% |
| 1Y | +96.4% | +13.3% | +83.0% | +49.5% |
| 3Y | +77.2% | +73.4% | +3.8% | -36.2% |
| 5Y | +417.7% | +57.4% | +360.3% | +117.1% |
| All | +250.9% | +221.8% | +29.2% | -62.6% |
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