+82.7%
PDI vs VT
+215.5%
-132.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.0% |
| 7D | +3.6% | -2.3% | +5.9% | +5.1% |
| 30D | +5.3% | -5.0% | +10.2% | +8.7% |
| 3M | -3.6% | -4.9% | +1.3% | -0.4% |
| 6M | -8.8% | -1.5% | -7.2% | -8.1% |
| YTD | -4.5% | +8.5% | -13.0% | -10.1% |
| 1Y | -5.4% | +11.4% | -16.7% | -12.5% |
| 3Y | +28.6% | +70.1% | -41.5% | -12.5% |
| 5Y | +12.4% | +53.7% | -41.3% | -18.5% |
| All | +82.7% | +215.5% | -132.9% | -28.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling