+652.5%
PBT price history and return analytics
+222.7%
+429.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.3% |
| 7D | +6.4% | +2.9% | +3.5% | +4.3% |
| 30D | -14.2% | -2.5% | -11.7% | -12.7% |
| 3M | -9.0% | -3.3% | -5.7% | -6.9% |
| 6M | +8.7% | +1.5% | +7.1% | +6.7% |
| YTD | +80.5% | +11.4% | +69.1% | +63.8% |
| 1Y | +57.5% | +11.9% | +45.6% | +42.4% |
| 3Y | +91.8% | +73.9% | +17.9% | +21.9% |
| 5Y | +335.0% | +57.9% | +277.1% | +196.7% |
| All | +652.5% | +222.7% | +429.9% | +189.8% |
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