-2.7%
PD price history and return analytics
+13.3%
-15.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.4% |
| 7D | -7.8% | -0.7% | -7.1% | -7.5% |
| 30D | -3.4% | -1.7% | -1.7% | -3.0% |
| 3M | +32.1% | -2.3% | +34.4% | +32.7% |
| 6M | +127.2% | +1.5% | +125.7% | +127.2% |
| YTD | +19.6% | +12.0% | +7.6% | +17.5% |
| 1Y | -2.7% | +12.9% | -15.5% | -4.3% |
| All | -2.7% | +13.3% | -15.9% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling