-23.7%
PDD vs VSH
+64.7%
-88.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.4% | -3.7% | -0.3% |
| 7D | -4.1% | +4.1% | -8.1% | -5.0% |
| 30D | -9.6% | -4.2% | -5.4% | -9.1% |
| 3M | -4.3% | -50.0% | +45.7% | +11.3% |
| 6M | -18.8% | +80.2% | -98.9% | -38.2% |
| YTD | -27.5% | +121.1% | -148.6% | -49.0% |
| 1Y | -33.6% | +112.0% | -145.6% | -53.1% |
| 3Y | -20.4% | +22.5% | -42.9% | -29.3% |
| All | -23.7% | +64.7% | -88.4% | -51.6% |
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 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