-66.2%
PBW price history and return analytics
+345.0%
-411.2%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -4.1% | -2.6% | -1.0% |
| 7D | -5.0% | -4.2% | -0.8% | +0.9% |
| 30D | -16.9% | -5.8% | -11.1% | -9.4% |
| 3M | -25.7% | -5.2% | -20.4% | -19.4% |
| 6M | -36.6% | +0.1% | -36.7% | -35.5% |
| YTD | -17.7% | +8.2% | -25.9% | -24.1% |
| 1Y | -23.4% | +10.1% | -33.5% | -30.8% |
| 3Y | -2.8% | +69.7% | -72.5% | -49.3% |
| 5Y | -69.4% | +53.4% | -122.8% | -80.7% |
| 10Y | +69.9% | +219.2% | -149.3% | -54.8% |
| All | -66.2% | +345.0% | -411.2% | -93.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling