+214.4%
PDD vs VT
+136.5%
+77.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.1% | +6.3% | +7.2% |
| 7D | +5.9% | -4.2% | +10.1% | +11.2% |
| 30D | +7.1% | -5.8% | +12.9% | +14.8% |
| 3M | -7.7% | -5.2% | -2.4% | -2.0% |
| 6M | -13.2% | +0.1% | -13.4% | -14.6% |
| YTD | -26.0% | +8.2% | -34.2% | -34.0% |
| 1Y | -38.4% | +10.1% | -48.5% | -46.3% |
| 3Y | -21.1% | +69.7% | -90.8% | -61.1% |
| 5Y | +0.3% | +53.4% | -53.0% | -41.3% |
| All | +214.4% | +136.5% | +77.9% | +79.0% |
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