+198.7%
PDD vs VTRS
-43.3%
+242.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.6% |
| 7D | -4.1% | -0.1% | -4.0% | -4.1% |
| 30D | -13.1% | +1.9% | -14.9% | -13.5% |
| 3M | -3.5% | +5.1% | -8.5% | -4.9% |
| 6M | -21.8% | +20.1% | -41.9% | -25.7% |
| YTD | -29.7% | +36.6% | -66.2% | -35.5% |
| 1Y | -36.2% | +64.1% | -100.3% | -44.3% |
| 3Y | -16.4% | +86.4% | -102.7% | -31.0% |
| 5Y | -23.8% | +40.9% | -64.7% | -34.7% |
| All | +198.7% | -43.3% | +242.0% | +165.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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