+769.3%
VST vs PDD
-22.7%
+792.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.5% |
| 7D | +8.9% | -4.1% | +13.0% | +9.3% |
| 30D | +6.2% | -9.6% | +15.8% | +7.0% |
| 3M | -2.7% | -4.3% | +1.5% | -2.5% |
| 6M | -8.4% | -18.8% | +10.4% | -7.0% |
| YTD | -7.2% | -27.5% | +20.3% | -5.0% |
| 1Y | -20.9% | -33.6% | +12.7% | -18.5% |
| 3Y | +384.0% | -20.4% | +404.4% | +385.9% |
| All | +769.3% | -22.7% | +792.0% | +810.4% |
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