+187.5%
VTI vs PDD
+203.8%
-16.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.0% | +5.5% | +2.7% |
| 7D | +0.2% | -1.4% | +1.7% | +0.3% |
| 30D | -2.9% | -1.0% | -1.8% | -2.8% |
| 3M | -2.6% | -12.3% | +9.7% | -1.6% |
| 6M | +2.8% | -18.5% | +21.3% | +4.3% |
| YTD | +11.6% | -29.0% | +40.6% | +14.4% |
| 1Y | +13.6% | -40.7% | +54.4% | +18.3% |
| 3Y | +79.9% | -25.7% | +105.5% | +79.9% |
| 5Y | +64.3% | -3.3% | +67.5% | +52.6% |
| All | +187.5% | +203.8% | -16.3% | +126.8% |
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