+207.9%
PDD vs VUG
+259.2%
-51.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.2% |
| 7D | -4.1% | -0.1% | -4.0% | -4.0% |
| 30D | -9.6% | -0.3% | -9.3% | -9.5% |
| 3M | -4.3% | -0.7% | -3.6% | -4.3% |
| 6M | -18.8% | +14.6% | -33.4% | -29.9% |
| YTD | -27.5% | +9.0% | -36.5% | -34.1% |
| 1Y | -33.6% | +14.9% | -48.5% | -42.8% |
| 3Y | -20.4% | +86.0% | -106.5% | -60.6% |
| 5Y | -19.6% | +76.7% | -96.3% | -56.6% |
| All | +207.9% | +259.2% | -51.3% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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