+186.4%
VTI vs PDD
+199.6%
-13.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.2% |
| 7D | -0.4% | -1.0% | +0.5% | -0.4% |
| 30D | -3.2% | -2.4% | -0.8% | -3.1% |
| 3M | -2.9% | -14.6% | +11.7% | -1.7% |
| 6M | +2.4% | -19.6% | +22.0% | +4.0% |
| YTD | +11.2% | -30.0% | +41.1% | +14.1% |
| 1Y | +11.6% | -42.5% | +54.1% | +16.4% |
| 3Y | +76.6% | -27.2% | +103.8% | +76.9% |
| 5Y | +65.3% | -8.2% | +73.5% | +54.3% |
| All | +186.4% | +199.6% | -13.2% | +126.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling