-56.1%
PBW price history and return analytics
+371.8%
-427.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.6% |
| 7D | +4.0% | +1.0% | +3.0% | +2.5% |
| 30D | -7.0% | -0.2% | -6.7% | -6.6% |
| 3M | -20.4% | +4.5% | -25.0% | -24.5% |
| 6M | +5.6% | +14.1% | -8.4% | -10.4% |
| YTD | +6.7% | +14.8% | -8.0% | -9.7% |
| 1Y | +29.8% | +21.2% | +8.6% | +2.8% |
| 3Y | -1.9% | +76.6% | -78.5% | -51.6% |
| 5Y | -54.7% | +66.6% | -121.3% | -74.5% |
| 10Y | +101.7% | +222.3% | -120.6% | -47.7% |
| All | -56.1% | +371.8% | -427.9% | -92.5% |
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 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