+191.5%
PDD vs VNQ
+57.6%
+134.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.6% |
| 7D | -4.6% | -2.6% | -2.0% | -3.5% |
| 30D | -14.0% | -2.3% | -11.6% | -13.1% |
| 3M | -4.9% | -2.8% | -2.1% | -3.8% |
| 6M | -25.8% | +2.5% | -28.3% | -26.7% |
| YTD | -31.4% | +8.4% | -39.8% | -33.9% |
| 1Y | -37.6% | +6.8% | -44.3% | -39.5% |
| 3Y | -18.4% | +29.9% | -48.3% | -28.7% |
| 5Y | -25.0% | +7.2% | -32.2% | -29.1% |
| All | +191.5% | +57.6% | +134.0% | +141.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 10y: compounded portfolio wealth divided by compounded VNQ 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…
10y analysis · Full analysis span regression · 6 months rolling