+60.6%
PDBA vs VT
+93.5%
-32.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.7% | +0.4% | -1.2% | -0.8% |
| 30D | +4.8% | +1.0% | +3.8% | +4.7% |
| 3M | +8.4% | +2.4% | +6.0% | +8.0% |
| 6M | +11.0% | +12.0% | -1.0% | +9.2% |
| YTD | +13.7% | +15.3% | -1.7% | +11.3% |
| 1Y | +10.3% | +22.6% | -12.3% | +6.9% |
| 3Y | +50.7% | +74.7% | -24.0% | +38.5% |
| All | +60.6% | +93.5% | -32.9% | +44.6% |
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