+1,725.5%
PDEX vs VT
+356.1%
+1,369.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | -3.3% | -1.6% | -1.7% | -2.3% |
| 30D | -6.0% | -2.5% | -3.5% | -4.5% |
| 3M | -5.3% | -1.3% | -4.0% | -4.5% |
| 6M | +24.6% | +3.1% | +21.5% | +22.9% |
| YTD | +56.5% | +10.9% | +45.6% | +48.2% |
| 1Y | +67.8% | +12.1% | +55.7% | +58.0% |
| 3Y | +234.7% | +73.9% | +160.8% | +144.9% |
| 5Y | +139.8% | +58.0% | +81.8% | +83.8% |
| 10Y | +1,317.4% | +225.5% | +1,091.9% | +635.5% |
| All | +1,725.5% | +356.1% | +1,369.4% | +779.7% |
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