+344.3%
PBT price history and return analytics
+57.5%
+286.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +1.8% |
| 7D | +9.7% | -0.1% | +9.8% | +9.7% |
| 30D | -12.0% | -3.1% | -9.0% | -10.3% |
| 3M | -5.7% | -3.5% | -2.2% | -3.7% |
| 6M | +33.4% | +0.5% | +32.9% | +32.0% |
| YTD | +82.3% | +10.8% | +71.6% | +67.5% |
| 1Y | +57.1% | +11.9% | +45.2% | +43.2% |
| 3Y | +93.7% | +73.0% | +20.8% | +27.0% |
| 5Y | +344.3% | +58.6% | +285.7% | +222.4% |
| All | +344.3% | +57.5% | +286.7% | +222.4% |
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