+45.8%
PDBA price history and return analytics
+86.8%
-41.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +0.3% | +2.9% | -2.6% | -0.1% |
| 30D | -7.4% | -2.5% | -4.9% | -7.1% |
| 3M | -5.5% | -3.3% | -2.2% | -5.1% |
| 6M | -7.7% | +1.5% | -9.2% | -7.9% |
| YTD | +3.2% | +11.4% | -8.1% | +1.5% |
| 1Y | +3.3% | +11.9% | -8.7% | +1.4% |
| 3Y | +35.2% | +73.9% | -38.7% | +24.3% |
| All | +45.8% | +86.8% | -41.0% | +31.9% |
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