+56.0%
PDS vs VT
+15.2%
+40.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.7% | -6.8% | -5.2% |
| 7D | -13.2% | -0.3% | -12.9% | -13.1% |
| 30D | +3.8% | -1.4% | +5.2% | +3.9% |
| 3M | +20.2% | -1.4% | +21.6% | +20.4% |
| 6M | -4.1% | +5.5% | -9.6% | -4.3% |
| YTD | +27.3% | +12.8% | +14.5% | +24.6% |
| 1Y | +56.0% | +15.4% | +40.5% | +48.7% |
| All | +56.0% | +15.2% | +40.7% | +48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling