+205.2%
IVV vs PDD
+198.2%
+7.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | -0.9% | -3.8% | +2.9% | -0.6% |
| 30D | -2.3% | -2.4% | 0.0% | -2.2% |
| 3M | -1.2% | -12.7% | +11.5% | -0.2% |
| 6M | +3.3% | -20.0% | +23.3% | +4.9% |
| YTD | +12.3% | -30.3% | +42.6% | +15.2% |
| 1Y | +12.5% | -42.4% | +54.9% | +17.1% |
| 3Y | +79.2% | -27.5% | +106.7% | +79.6% |
| 5Y | +75.6% | -14.9% | +90.6% | +65.7% |
| All | +205.2% | +198.2% | +7.0% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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