+246.2%
PBUS price history and return analytics
+166.4%
+79.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | -0.1% |
| 7D | +0.1% | +0.4% | -0.3% | -0.3% |
| 30D | -3.5% | -2.6% | -0.9% | -1.1% |
| 3M | -2.7% | -3.2% | +0.6% | +0.4% |
| 6M | +2.6% | +0.9% | +1.7% | +1.7% |
| YTD | +11.0% | +11.3% | -0.3% | +0.3% |
| 1Y | +12.9% | +14.0% | -1.1% | -0.2% |
| 3Y | +80.4% | +75.8% | +4.5% | +7.5% |
| 5Y | +69.0% | +57.8% | +11.1% | +10.8% |
| All | +246.2% | +166.4% | +79.8% | +52.5% |
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 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