-14.5%
PDD vs VLTO
+54.1%
-68.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | +5.9% | +12.0% | -6.1% | +2.3% |
| 30D | +7.1% | +20.8% | -13.8% | +1.0% |
| 3M | -7.7% | +20.1% | -27.8% | -12.8% |
| 6M | -13.2% | +32.6% | -45.9% | -20.6% |
| YTD | -26.0% | +17.3% | -43.3% | -29.7% |
| 1Y | -38.4% | +17.3% | -55.7% | -41.6% |
| 3Y | -21.1% | +66.9% | -88.0% | -31.7% |
| All | -14.5% | +54.1% | -68.6% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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