+100.3%
PBT price history and return analytics
+19.6%
+80.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.2% |
| 7D | +3.7% | -1.1% | +4.8% | +3.7% |
| 30D | +6.2% | -1.0% | +7.1% | +6.1% |
| 3M | +23.6% | +3.2% | +20.4% | +23.7% |
| 6M | +71.7% | +12.5% | +59.2% | +71.1% |
| YTD | +110.6% | +14.1% | +96.6% | +107.8% |
| 1Y | +100.3% | +18.9% | +81.4% | +90.5% |
| All | +100.3% | +19.6% | +80.7% | +90.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling