+403.5%
VRT vs PDD
-27.2%
+430.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.0% | +12.7% | +10.1% |
| 7D | -10.6% | -1.4% | -9.2% | -10.6% |
| 30D | -17.4% | -1.0% | -16.4% | -17.5% |
| 3M | -26.4% | -12.3% | -14.1% | -25.0% |
| 6M | -41.0% | -18.5% | -22.5% | -39.1% |
| YTD | +23.8% | -29.0% | +52.8% | +31.2% |
| 1Y | +11.6% | -40.7% | +52.3% | +22.1% |
| 3Y | +403.5% | -25.7% | +429.2% | +434.6% |
| All | +403.5% | -27.2% | +430.7% | +434.6% |
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