+207.9%
PDD vs VTV
+155.5%
+52.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.9% |
| 7D | -4.1% | +0.5% | -4.6% | -4.4% |
| 30D | -9.6% | +1.1% | -10.7% | -10.3% |
| 3M | -4.3% | +5.9% | -10.2% | -8.4% |
| 6M | -18.8% | +11.6% | -30.4% | -25.1% |
| YTD | -27.5% | +19.8% | -47.3% | -36.5% |
| 1Y | -33.6% | +26.2% | -59.9% | -44.0% |
| 3Y | -20.4% | +68.5% | -88.9% | -45.9% |
| 5Y | -19.6% | +79.9% | -99.5% | -46.8% |
| All | +207.9% | +155.5% | +52.4% | +73.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling