-59.0%
PD price history and return analytics
+135.8%
-194.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.7% |
| 7D | -7.4% | -2.3% | -5.1% | -4.3% |
| 30D | +2.0% | -5.0% | +7.0% | +9.7% |
| 3M | +41.3% | -4.9% | +46.1% | +51.3% |
| 6M | +128.9% | -1.5% | +130.4% | +130.7% |
| YTD | +19.6% | +8.5% | +11.1% | +3.2% |
| 1Y | +3.7% | +11.4% | -7.7% | -14.4% |
| 3Y | -26.1% | +70.1% | -96.2% | -67.1% |
| 5Y | -64.0% | +53.7% | -117.7% | -80.6% |
| All | -59.0% | +135.8% | -194.8% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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