+140.9%
PDX vs VT
+57.5%
+83.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.3% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | -1.6% | -3.1% | +1.5% | +0.6% |
| 3M | -3.4% | -3.5% | +0.1% | -1.0% |
| 6M | +0.1% | +0.5% | -0.4% | -0.7% |
| YTD | +15.6% | +10.8% | +4.8% | +5.8% |
| 1Y | +15.1% | +11.9% | +3.2% | +4.3% |
| 3Y | +49.1% | +73.0% | -23.9% | -6.3% |
| 5Y | +140.9% | +58.6% | +82.2% | +61.8% |
| All | +140.9% | +57.5% | +83.3% | +61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling