-89.9%
PBK price history and return analytics
+15.2%
-105.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -3.5% |
| 7D | +10.3% | -0.3% | +10.6% | +11.0% |
| 30D | -28.9% | -1.4% | -27.5% | -26.2% |
| 3M | -69.8% | -1.4% | -68.4% | -68.9% |
| 6M | -72.9% | +5.5% | -78.3% | -76.1% |
| YTD | -91.2% | +12.8% | -104.0% | -93.0% |
| 1Y | -89.9% | +15.4% | -105.3% | -92.0% |
| All | -89.9% | +15.2% | -105.1% | -92.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling