+211.0%
PDD vs VT
+137.1%
+73.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.4% |
| 7D | +5.6% | -2.3% | +7.9% | +8.4% |
| 30D | +5.8% | -5.0% | +10.7% | +12.2% |
| 3M | -8.6% | -4.9% | -3.7% | -3.4% |
| 6M | -18.8% | -1.5% | -17.3% | -18.5% |
| YTD | -26.8% | +8.5% | -35.3% | -34.9% |
| 1Y | -39.3% | +11.4% | -50.7% | -47.8% |
| 3Y | -22.5% | +70.1% | -92.6% | -61.9% |
| 5Y | -0.8% | +53.7% | -54.5% | -42.1% |
| All | +211.0% | +137.1% | +73.9% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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