+143.6%
PBYI price history and return analytics
+53.2%
+90.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -4.1% | -4.5% | -3.9% |
| 7D | -7.3% | -4.2% | -3.1% | -2.4% |
| 30D | +2.8% | -5.8% | +8.6% | +10.4% |
| 3M | +22.3% | -5.2% | +27.5% | +30.3% |
| 6M | +32.9% | +0.1% | +32.8% | +32.0% |
| YTD | +64.2% | +8.2% | +56.0% | +48.6% |
| 1Y | +97.4% | +10.1% | +87.3% | +74.2% |
| 3Y | +251.4% | +69.7% | +181.8% | +77.1% |
| 5Y | +143.6% | +53.4% | +90.3% | +46.9% |
| All | +143.6% | +53.2% | +90.4% | +46.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling