+1,554.1%
PDEX price history and return analytics
+223.7%
+1,330.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +2.6% | +8.7% | +9.6% |
| 7D | +21.9% | +0.4% | +21.6% | +21.9% |
| 30D | +12.5% | -2.6% | +15.1% | +14.7% |
| 3M | +7.2% | -3.2% | +10.5% | +9.8% |
| 6M | +18.6% | +0.9% | +17.7% | +18.4% |
| YTD | +82.7% | +11.3% | +71.4% | +71.5% |
| 1Y | +127.1% | +14.0% | +113.1% | +110.1% |
| 3Y | +301.0% | +75.8% | +225.2% | +178.2% |
| 5Y | +178.5% | +57.8% | +120.7% | +106.9% |
| 10Y | +1,554.1% | +219.8% | +1,334.3% | +784.5% |
| All | +1,554.1% | +223.7% | +1,330.4% | +784.5% |
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