+24.1%
PBFS price history and return analytics
+136.6%
-112.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.9% |
| 7D | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | +5.2% | -3.1% | +8.3% | +7.5% |
| 3M | +7.0% | -3.5% | +10.4% | +9.5% |
| 6M | +25.5% | +0.5% | +25.0% | +24.6% |
| YTD | +35.8% | +10.8% | +25.1% | +25.3% |
| 1Y | +37.9% | +11.9% | +26.0% | +26.1% |
| 3Y | +129.7% | +73.0% | +56.8% | +49.4% |
| 5Y | +42.6% | +58.6% | -16.0% | -1.2% |
| All | +24.1% | +136.6% | -112.5% | -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