-18.0%
PBW price history and return analytics
+11.9%
-29.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -3.2% |
| 7D | +3.6% | +2.9% | +0.8% | -2.6% |
| 30D | -6.2% | -2.5% | -3.7% | -0.2% |
| 3M | -25.3% | -3.3% | -22.0% | -18.8% |
| 6M | -36.7% | +1.5% | -38.2% | -37.2% |
| YTD | -14.7% | +11.4% | -26.1% | -29.8% |
| 1Y | -18.0% | +11.9% | -29.9% | -33.2% |
| All | -18.0% | +11.9% | -29.9% | -33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling