+105.5%
V vs PDD
-3.2%
+108.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +0.1% |
| 7D | -0.8% | -1.4% | +0.7% | -0.7% |
| 30D | +9.5% | -1.0% | +10.6% | +9.6% |
| 3M | +16.7% | -12.3% | +28.9% | +17.8% |
| 6M | +32.9% | -18.5% | +51.5% | +34.8% |
| YTD | +21.1% | -29.0% | +50.1% | +24.0% |
| 1Y | +26.6% | -40.7% | +67.4% | +31.4% |
| 3Y | +78.4% | -25.7% | +104.0% | +77.7% |
| 5Y | +105.5% | -3.3% | +108.8% | +96.2% |
| All | +105.5% | -3.2% | +108.7% | +96.2% |
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