+362.2%
PBF price history and return analytics
+222.7%
+139.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.7% |
| 7D | +1.4% | -0.1% | +1.5% | +1.5% |
| 30D | +15.8% | -0.7% | +16.5% | +16.9% |
| 3M | +90.3% | +4.0% | +86.3% | +76.8% |
| 6M | +102.8% | +12.3% | +90.5% | +59.7% |
| YTD | +187.3% | +14.0% | +173.3% | +119.3% |
| 1Y | +161.8% | +20.3% | +141.5% | +82.2% |
| 3Y | +55.5% | +75.4% | -20.0% | -44.5% |
| 5Y | +801.9% | +66.0% | +735.9% | +248.7% |
| 10Y | +362.2% | +228.2% | +134.0% | -41.2% |
| All | +362.2% | +222.7% | +139.6% | -41.2% |
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