+139.4%
PDBC price history and return analytics
+223.7%
-84.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.2% | -2.4% |
| 7D | -4.6% | +0.4% | -5.0% | -4.8% |
| 30D | -6.1% | -2.6% | -3.5% | -5.4% |
| 3M | +7.1% | -3.2% | +10.3% | +8.0% |
| 6M | +2.2% | +0.9% | +1.3% | +1.5% |
| YTD | +39.4% | +11.3% | +28.1% | +33.5% |
| 1Y | +40.8% | +14.0% | +26.8% | +33.6% |
| 3Y | +45.6% | +75.8% | -30.2% | +17.1% |
| 5Y | +63.9% | +57.8% | +6.1% | +36.2% |
| 10Y | +139.4% | +219.8% | -80.4% | +53.8% |
| All | +139.4% | +223.7% | -84.3% | +53.8% |
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