+629.3%
VST vs PDD
-11.6%
+640.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.7% | -1.9% |
| 7D | -6.0% | -1.0% | -5.1% | -6.0% |
| 30D | -18.8% | -2.4% | -16.4% | -18.7% |
| 3M | -8.0% | -14.6% | +6.6% | -7.1% |
| 6M | -10.9% | -19.6% | +8.7% | -9.7% |
| YTD | -18.3% | -30.0% | +11.6% | -16.4% |
| 1Y | -29.9% | -42.5% | +12.6% | -27.2% |
| 3Y | +290.3% | -27.2% | +317.5% | +294.2% |
| All | +629.3% | -11.6% | +640.9% | +609.3% |
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 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