-97.6%
PBK price history and return analytics
+48.0%
-145.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.8% |
| 7D | +0.7% | +2.9% | -2.2% | -3.1% |
| 30D | -32.1% | -2.5% | -29.5% | -29.4% |
| 3M | -67.7% | -3.3% | -64.4% | -66.1% |
| 6M | -76.6% | +1.5% | -78.2% | -76.7% |
| YTD | -92.2% | +11.4% | -103.5% | -92.8% |
| 1Y | -91.1% | +11.9% | -103.1% | -91.9% |
| All | -97.6% | +48.0% | -145.6% | -98.3% |
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