-38.6%
PDD vs VSH
+62.1%
-100.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.1% | +7.5% | +2.6% |
| 7D | +6.0% | -13.6% | +19.7% | +6.5% |
| 30D | +5.5% | -30.4% | +35.8% | +6.8% |
| 3M | -9.8% | -33.3% | +23.5% | -8.4% |
| 6M | -16.0% | -15.1% | -0.9% | -21.9% |
| YTD | -27.6% | +80.2% | -107.8% | -42.5% |
| 1Y | -38.6% | +63.4% | -102.0% | -50.6% |
| All | -38.6% | +62.1% | -100.7% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling