+207.9%
PDD vs VT
+152.0%
+55.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -4.1% | +0.4% | -4.5% | -4.6% |
| 30D | -9.6% | +1.0% | -10.6% | -10.8% |
| 3M | -4.3% | +2.4% | -6.7% | -7.7% |
| 6M | -18.8% | +12.0% | -30.8% | -30.2% |
| YTD | -27.5% | +15.3% | -42.8% | -40.0% |
| 1Y | -33.6% | +22.6% | -56.2% | -49.1% |
| 3Y | -20.4% | +74.7% | -95.1% | -61.8% |
| 5Y | -19.6% | +66.1% | -85.7% | -56.9% |
| All | +207.9% | +152.0% | +55.9% | +62.8% |
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