-3.3%
PDD vs VGT
+104.5%
-107.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.2% | -6.2% | -5.5% |
| 7D | -1.4% | -1.6% | +0.2% | -0.9% |
| 30D | -1.0% | -12.5% | +11.5% | +8.8% |
| 3M | -12.3% | -7.7% | -4.6% | -8.2% |
| 6M | -18.5% | -0.2% | -18.3% | -21.7% |
| YTD | -29.0% | +19.3% | -48.3% | -42.2% |
| 1Y | -40.7% | +18.2% | -58.9% | -51.3% |
| 3Y | -25.7% | +109.6% | -135.3% | -69.0% |
| 5Y | -3.3% | +105.5% | -108.8% | -54.7% |
| All | -3.3% | +104.5% | -107.8% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 5y: compounded portfolio wealth divided by compounded VGT 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…
5y analysis · Full analysis span regression · 6 months rolling