-18.4%
PDD vs VIAV
+114.4%
-132.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.7% |
| 7D | -7.6% | +23.7% | -31.4% | -10.4% |
| 30D | -5.4% | -21.2% | +15.8% | -2.8% |
| 3M | -12.9% | -24.5% | +11.6% | -10.6% |
| 6M | -19.0% | -39.1% | +20.1% | -14.7% |
| YTD | -31.6% | +82.6% | -114.2% | -45.9% |
| 1Y | -43.0% | +82.7% | -125.7% | -55.1% |
| 3Y | -28.9% | +315.1% | -343.9% | -60.3% |
| 5Y | -18.4% | +113.4% | -131.8% | -39.4% |
| All | -18.4% | +114.4% | -132.8% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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