+303.0%
PBF price history and return analytics
+329.2%
-26.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | -0.5% |
| 7D | -7.4% | +0.4% | -7.7% | -8.0% |
| 30D | -17.5% | -2.6% | -14.9% | -14.5% |
| 3M | +13.1% | -3.2% | +16.4% | +17.9% |
| 6M | +72.6% | +0.9% | +71.7% | +66.2% |
| YTD | +161.2% | +11.3% | +149.9% | +107.8% |
| 1Y | +93.3% | +14.0% | +79.3% | +48.1% |
| 3Y | +80.7% | +75.8% | +4.8% | -32.1% |
| 5Y | +396.1% | +57.8% | +338.3% | +117.8% |
| 10Y | +252.3% | +219.8% | +32.5% | -41.1% |
| All | +303.0% | +329.2% | -26.2% | -52.6% |
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 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