+102.6%
V vs PDD
-3.5%
+106.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.2% | -5.4% | -3.4% |
| 7D | +2.9% | +5.9% | -3.0% | +2.5% |
| 30D | +14.0% | +7.1% | +6.9% | +13.4% |
| 3M | +14.9% | -7.7% | +22.6% | +15.5% |
| 6M | +31.7% | -13.2% | +45.0% | +32.9% |
| YTD | +21.2% | -26.0% | +47.2% | +23.7% |
| 1Y | +25.3% | -38.4% | +63.7% | +29.6% |
| 3Y | +77.5% | -21.1% | +98.6% | +76.0% |
| 5Y | +102.6% | +0.3% | +102.2% | +92.0% |
| All | +102.6% | -3.5% | +106.0% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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