-58.3%
PDC vs VT
+13.3%
-71.5%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +1.1% | -12.6% | -12.4% |
| 7D | -2.2% | -0.7% | -1.5% | -1.6% |
| 30D | -33.1% | -1.7% | -31.3% | -32.2% |
| 3M | -29.8% | -2.3% | -27.5% | -28.7% |
| 6M | -71.6% | +1.5% | -73.1% | -72.5% |
| YTD | -66.6% | +12.0% | -78.7% | -68.8% |
| 1Y | -58.3% | +12.9% | -71.2% | -61.2% |
| All | -58.3% | +13.3% | -71.5% | -61.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling