-59.1%
PDC vs VT
+75.0%
-134.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.8% |
| 7D | +0.7% | +0.4% | +0.3% | -0.4% |
| 30D | -5.6% | +1.0% | -6.6% | -7.7% |
| 3M | -42.0% | +2.4% | -44.4% | -44.2% |
| 6M | -43.7% | +12.0% | -55.7% | -54.5% |
| YTD | -56.1% | +15.3% | -71.5% | -66.5% |
| 1Y | +27.4% | +22.6% | +4.8% | -13.2% |
| All | -59.1% | +75.0% | -134.1% | -86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling