+309.0%
PBH price history and return analytics
+360.7%
-51.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.7% |
| 7D | -17.1% | -0.7% | -16.4% | -16.2% |
| 30D | -9.9% | -1.7% | -8.1% | -8.2% |
| 3M | -17.6% | -2.3% | -15.3% | -15.7% |
| 6M | -12.8% | +1.5% | -14.3% | -14.2% |
| YTD | -28.4% | +12.0% | -40.4% | -35.2% |
| 1Y | -27.1% | +12.9% | -40.0% | -34.5% |
| 3Y | -23.4% | +74.9% | -98.4% | -52.6% |
| 5Y | -30.2% | +59.9% | -90.1% | -54.5% |
| 10Y | -11.1% | +224.6% | -235.8% | -69.6% |
| All | +309.0% | +360.7% | -51.7% | -7.1% |
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