+24.3%
PBFS price history and return analytics
+137.2%
-112.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | -0.1% | +2.4% | -2.5% | -1.8% |
| 30D | +4.1% | -1.5% | +5.6% | +5.2% |
| 3M | +6.0% | -4.1% | +10.1% | +9.0% |
| 6M | +23.9% | +0.6% | +23.3% | +22.8% |
| YTD | +36.0% | +11.0% | +24.9% | +25.2% |
| 1Y | +36.5% | +13.3% | +23.1% | +23.7% |
| 3Y | +131.7% | +73.4% | +58.3% | +50.4% |
| 5Y | +41.3% | +57.4% | -16.1% | -1.3% |
| All | +24.3% | +137.2% | -112.9% | -43.0% |
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 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