+200.3%
PDD vs VT
+142.4%
+57.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.9% | -1.9% |
| 7D | +2.3% | -1.6% | +3.9% | +4.3% |
| 30D | +6.4% | -2.5% | +8.8% | +9.7% |
| 3M | -11.1% | -1.3% | -9.8% | -9.9% |
| 6M | -19.6% | +3.1% | -22.7% | -23.5% |
| YTD | -29.3% | +10.9% | -40.2% | -38.7% |
| 1Y | -40.5% | +12.1% | -52.5% | -49.0% |
| 3Y | -24.7% | +73.9% | -98.6% | -63.8% |
| 5Y | -13.2% | +58.0% | -71.2% | -50.8% |
| All | +200.3% | +142.4% | +57.8% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling