+25.7%
PBFS price history and return analytics
+137.7%
-112.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.8% |
| 7D | +0.5% | +0.4% | +0.1% | +0.2% |
| 30D | +6.6% | -2.6% | +9.1% | +8.5% |
| 3M | +7.0% | -3.2% | +10.3% | +9.4% |
| 6M | +27.1% | +0.9% | +26.1% | +25.7% |
| YTD | +37.5% | +11.3% | +26.2% | +26.4% |
| 1Y | +39.0% | +14.0% | +25.0% | +25.4% |
| 3Y | +131.5% | +75.8% | +55.6% | +48.6% |
| 5Y | +43.7% | +57.8% | -14.1% | +0.2% |
| All | +25.7% | +137.7% | -112.0% | -42.5% |
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