+62.6%
PBT price history and return analytics
+11.9%
+50.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.3% |
| 7D | +7.3% | +2.4% | +4.9% | +7.3% |
| 30D | -10.2% | -1.5% | -8.7% | -10.4% |
| 3M | -7.1% | -4.1% | -3.0% | -7.7% |
| 6M | +8.1% | +0.6% | +7.6% | +8.6% |
| YTD | +84.7% | +11.0% | +73.7% | +82.8% |
| 1Y | +62.6% | +13.3% | +49.2% | +57.4% |
| All | +62.6% | +11.9% | +50.7% | +57.4% |
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