+188.8%
VTI vs PDD
+192.6%
-3.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.4% | -0.3% |
| 7D | +3.4% | -7.6% | +11.0% | +4.0% |
| 30D | -2.3% | -5.4% | +3.1% | -1.9% |
| 3M | -2.2% | -12.9% | +10.8% | -1.1% |
| 6M | +3.3% | -19.0% | +22.3% | +4.8% |
| YTD | +12.1% | -31.6% | +43.7% | +15.3% |
| 1Y | +12.2% | -43.0% | +55.2% | +17.2% |
| 3Y | +78.0% | -28.9% | +106.9% | +78.8% |
| 5Y | +65.2% | -18.4% | +83.6% | +55.7% |
| All | +188.8% | +192.6% | -3.7% | +128.6% |
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 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