+139.7%
PDBC price history and return analytics
+217.6%
-77.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -5.4% | -0.1% | -5.2% | -5.4% |
| 30D | -6.9% | -3.1% | -3.9% | -6.1% |
| 3M | +2.6% | -3.5% | +6.1% | +3.6% |
| 6M | +1.3% | +0.5% | +0.8% | +0.7% |
| YTD | +38.1% | +10.8% | +27.3% | +32.4% |
| 1Y | +38.0% | +11.9% | +26.1% | +31.8% |
| 3Y | +43.8% | +73.0% | -29.2% | +16.3% |
| 5Y | +64.1% | +58.6% | +5.5% | +36.1% |
| 10Y | +139.7% | +219.2% | -79.5% | +55.2% |
| All | +139.7% | +217.6% | -77.9% | +55.2% |
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