+619.5%
VRT vs PDD
-17.2%
+636.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.6% | +4.2% |
| 7D | +9.1% | -4.1% | +13.2% | +10.0% |
| 30D | +0.9% | -9.6% | +10.5% | +2.7% |
| 3M | -13.4% | -4.3% | -9.1% | -13.0% |
| 6M | +11.7% | -18.8% | +30.4% | +16.0% |
| YTD | +73.2% | -27.5% | +100.7% | +83.9% |
| 1Y | +123.4% | -33.6% | +157.1% | +141.2% |
| All | +619.5% | -17.2% | +636.8% | +596.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling