+124.5%
PDX vs VT
+170.1%
-45.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.1% | +0.4% | +0.6% | +0.6% |
| 30D | +2.7% | +1.0% | +1.7% | +1.6% |
| 3M | +3.7% | +2.4% | +1.4% | +0.7% |
| 6M | +11.0% | +12.0% | -1.0% | -3.0% |
| YTD | +22.7% | +15.3% | +7.4% | +3.6% |
| 1Y | +10.4% | +22.6% | -12.2% | -13.2% |
| 3Y | +80.7% | +74.7% | +6.0% | -6.8% |
| 5Y | +200.8% | +66.1% | +134.6% | +64.2% |
| All | +124.5% | +170.1% | -45.6% | -24.3% |
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