+670.2%
PBT price history and return analytics
+221.8%
+448.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.6% |
| 7D | +7.3% | +2.4% | +4.9% | +5.5% |
| 30D | -10.2% | -1.5% | -8.7% | -9.3% |
| 3M | -7.1% | -4.1% | -3.0% | -4.5% |
| 6M | +8.1% | +0.6% | +7.6% | +6.9% |
| YTD | +84.7% | +11.0% | +73.7% | +68.0% |
| 1Y | +62.6% | +13.3% | +49.2% | +45.5% |
| 3Y | +87.4% | +73.4% | +14.0% | +19.3% |
| 5Y | +345.2% | +57.4% | +287.8% | +204.3% |
| All | +670.2% | +221.8% | +448.4% | +197.2% |
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 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