+45.6%
PDBC price history and return analytics
+74.1%
-28.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.2% | -1.8% |
| 7D | -4.6% | +0.4% | -5.0% | -4.6% |
| 30D | -6.1% | -2.6% | -3.5% | -5.8% |
| 3M | +7.1% | -3.2% | +10.3% | +7.4% |
| 6M | +2.2% | +0.9% | +1.3% | +1.9% |
| YTD | +39.4% | +11.3% | +28.1% | +36.3% |
| 1Y | +40.8% | +14.0% | +26.8% | +36.6% |
| 3Y | +45.6% | +75.8% | -30.2% | +22.0% |
| All | +45.6% | +74.1% | -28.5% | +22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling