+33.2%
PBTP price history and return analytics
+166.5%
-133.3%
-5.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | -0.5% | +2.9% | -3.4% | -0.6% |
| 30D | +0.1% | -2.5% | +2.6% | +0.2% |
| 3M | -0.4% | -3.3% | +3.0% | -0.3% |
| 6M | -0.6% | +1.5% | -2.1% | -0.7% |
| YTD | +1.5% | +11.4% | -9.8% | +1.2% |
| 1Y | +1.7% | +11.9% | -10.2% | +1.3% |
| 3Y | +14.8% | +73.9% | -59.1% | +12.5% |
| 5Y | +14.1% | +57.9% | -43.8% | +11.9% |
| All | +33.2% | +166.5% | -133.3% | +27.9% |
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