+30.9%
PBR price history and return analytics
+371.8%
-340.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +4.3% |
| 7D | +2.5% | +1.0% | +1.4% | +0.9% |
| 30D | +19.4% | -0.2% | +19.6% | +19.6% |
| 3M | +20.8% | +4.5% | +16.2% | +11.8% |
| 6M | +23.5% | +14.1% | +9.4% | -1.5% |
| YTD | +83.4% | +14.8% | +68.6% | +44.4% |
| 1Y | +77.6% | +21.2% | +56.4% | +28.1% |
| 3Y | +99.9% | +76.6% | +23.3% | -21.7% |
| 5Y | +567.7% | +66.6% | +501.1% | +170.2% |
| 10Y | +621.5% | +222.3% | +399.2% | +15.5% |
| All | +30.9% | +371.8% | -340.9% | -87.2% |
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