-10.2%
PBH price history and return analytics
+66.2%
-76.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.5% |
| 7D | -5.4% | +1.0% | -6.4% | -5.8% |
| 30D | -9.2% | -0.2% | -9.0% | -9.2% |
| 3M | +4.3% | +4.5% | -0.2% | +2.0% |
| 6M | -25.9% | +14.1% | -40.0% | -30.8% |
| YTD | -19.3% | +14.8% | -34.1% | -25.0% |
| 1Y | -24.3% | +21.2% | -45.5% | -31.6% |
| 3Y | -12.2% | +76.6% | -88.8% | -34.4% |
| 5Y | -10.2% | +66.6% | -76.8% | -32.6% |
| All | -10.2% | +66.2% | -76.4% | -32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling