+703.3%
PBT price history and return analytics
+65.7%
+637.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +1.7% |
| 7D | +2.9% | -0.1% | +3.0% | +2.9% |
| 30D | +8.4% | -0.7% | +9.1% | +8.8% |
| 3M | +28.4% | +4.0% | +24.4% | +24.7% |
| 6M | +73.5% | +12.3% | +61.2% | +58.6% |
| YTD | +109.6% | +14.0% | +95.5% | +89.2% |
| 1Y | +97.8% | +20.3% | +77.5% | +71.2% |
| 3Y | +81.1% | +75.4% | +5.6% | +17.6% |
| 5Y | +703.3% | +66.0% | +637.4% | +461.4% |
| All | +703.3% | +65.7% | +637.7% | +461.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling