+152.4%
PDBC vs VT
+224.5%
-72.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +3.4% | +0.4% | +2.9% | +3.2% |
| 30D | +12.0% | +1.0% | +11.0% | +11.6% |
| 3M | +6.5% | +2.4% | +4.1% | +5.5% |
| 6M | +22.2% | +12.0% | +10.2% | +17.1% |
| YTD | +43.5% | +15.3% | +28.1% | +36.0% |
| 1Y | +49.2% | +22.6% | +26.6% | +38.3% |
| 3Y | +44.0% | +74.7% | -30.6% | +16.4% |
| 5Y | +85.7% | +66.1% | +19.6% | +51.8% |
| All | +152.4% | +224.5% | -72.1% | +59.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling