+65.7%
PBW price history and return analytics
+221.8%
-156.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -1.9% |
| 7D | -4.6% | +2.4% | -7.0% | -8.1% |
| 30D | -2.9% | -1.5% | -1.4% | -0.1% |
| 3M | -27.5% | -4.1% | -23.4% | -21.8% |
| 6M | -39.6% | +0.6% | -40.1% | -38.8% |
| YTD | -16.8% | +11.0% | -27.8% | -27.5% |
| 1Y | -15.4% | +13.3% | -28.8% | -28.5% |
| 3Y | +6.7% | +73.4% | -66.7% | -51.8% |
| 5Y | -70.4% | +57.4% | -127.8% | -83.7% |
| All | +65.7% | +221.8% | -156.0% | -62.9% |
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