+2,010.2%
VRT vs PDD
+302.3%
+1,707.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.8% |
| 7D | +18.6% | -7.6% | +26.3% | +19.8% |
| 30D | -11.7% | -5.4% | -6.2% | -11.2% |
| 3M | -27.3% | -12.9% | -14.4% | -26.2% |
| 6M | -42.9% | -19.0% | -23.9% | -41.7% |
| YTD | +29.5% | -31.6% | +61.1% | +35.4% |
| 1Y | +21.0% | -43.0% | +64.1% | +29.7% |
| 3Y | +403.1% | -28.9% | +432.0% | +410.2% |
| 5Y | +688.8% | -18.4% | +707.2% | +616.7% |
| All | +2,010.2% | +302.3% | +1,707.8% | +1,643.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling