+78.8%
PBW price history and return analytics
+217.6%
-138.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.6% |
| 7D | +0.1% | -0.1% | +0.2% | +0.4% |
| 30D | -7.1% | -3.1% | -4.0% | -1.9% |
| 3M | -23.2% | -3.5% | -19.7% | -18.2% |
| 6M | -33.9% | +0.5% | -34.4% | -33.0% |
| YTD | -12.4% | +10.8% | -23.2% | -23.5% |
| 1Y | -19.2% | +11.9% | -31.1% | -30.3% |
| 3Y | +13.3% | +73.0% | -59.6% | -48.6% |
| 5Y | -66.9% | +58.6% | -125.5% | -82.0% |
| 10Y | +78.8% | +219.2% | -140.4% | -58.3% |
| All | +78.8% | +217.6% | -138.9% | -58.3% |
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