+104.8%
PBP price history and return analytics
+224.4%
-119.6%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +0.7% |
| 7D | -0.1% | -0.7% | +0.6% | +0.4% |
| 30D | -0.4% | -1.7% | +1.4% | +0.8% |
| 3M | +2.1% | -2.3% | +4.4% | +3.6% |
| 6M | +7.6% | +1.5% | +6.1% | +6.3% |
| YTD | +11.4% | +12.0% | -0.6% | +2.8% |
| 1Y | +16.3% | +12.9% | +3.5% | +6.8% |
| 3Y | +50.5% | +74.9% | -24.5% | +2.1% |
| 5Y | +46.3% | +59.9% | -13.6% | +4.7% |
| 10Y | +104.8% | +224.6% | -119.9% | -5.1% |
| All | +104.8% | +224.4% | -119.6% | -5.1% |
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 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