-13.6%
PDD vs VSH
+38.9%
-52.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.2% | +6.1% | +2.6% |
| 7D | -4.9% | +14.3% | -19.2% | -7.6% |
| 30D | -3.0% | -7.9% | +4.8% | -2.7% |
| 3M | -6.2% | -19.9% | +13.7% | -3.9% |
| 6M | -20.7% | -30.5% | +9.8% | -20.4% |
| YTD | -30.4% | +85.7% | -116.0% | -49.9% |
| 1Y | -41.3% | +98.9% | -140.2% | -58.9% |
| 3Y | -27.7% | +32.1% | -59.8% | -44.7% |
| All | -13.6% | +38.9% | -52.5% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling