-46.5%
PDCC price history and return analytics
+35.8%
-82.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.2% |
| 7D | -2.6% | -2.3% | -0.3% | -1.6% |
| 30D | -11.6% | -5.0% | -6.7% | -10.2% |
| 3M | -15.8% | -4.9% | -10.9% | -14.4% |
| 6M | -29.5% | -1.5% | -28.0% | -29.0% |
| YTD | -39.0% | +8.5% | -47.5% | -39.8% |
| 1Y | -47.0% | +11.4% | -58.4% | -48.0% |
| All | -46.5% | +35.8% | -82.3% | -49.8% |
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 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