-43.0%
PDD vs VTV
+23.9%
-66.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.6% |
| 7D | -7.6% | +2.3% | -10.0% | -8.7% |
| 30D | -5.4% | +3.8% | -9.2% | -7.8% |
| 3M | -12.9% | +1.7% | -14.6% | -13.9% |
| 6M | -19.0% | +10.9% | -29.9% | -26.6% |
| YTD | -31.6% | +21.7% | -53.4% | -43.9% |
| 1Y | -43.0% | +23.4% | -66.4% | -53.6% |
| All | -43.0% | +23.9% | -66.9% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling