-99.5%
PDSB vs VT
+223.7%
-323.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | +2.6% | -14.8% | -16.0% |
| 7D | -21.2% | +0.4% | -21.5% | -22.0% |
| 30D | -21.7% | -2.6% | -19.1% | -18.4% |
| 3M | +39.4% | -3.2% | +42.6% | +46.4% |
| 6M | -13.6% | +0.9% | -14.5% | -13.4% |
| YTD | +40.3% | +11.3% | +29.0% | +24.6% |
| 1Y | +18.6% | +14.0% | +4.5% | +2.4% |
| 3Y | -78.0% | +75.8% | -153.8% | -88.7% |
| 5Y | -89.9% | +57.8% | -147.7% | -93.8% |
| 10Y | -99.5% | +219.8% | -319.3% | -99.8% |
| All | -99.5% | +223.7% | -323.1% | -99.8% |
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