+1,386.1%
PDEX price history and return analytics
+215.5%
+1,170.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.0% |
| 7D | +8.6% | -2.3% | +10.9% | +10.4% |
| 30D | +0.6% | -5.0% | +5.5% | +4.1% |
| 3M | -3.5% | -4.9% | +1.3% | -0.2% |
| 6M | +8.0% | -1.5% | +9.5% | +9.5% |
| YTD | +64.1% | +8.5% | +55.7% | +56.5% |
| 1Y | +93.8% | +11.4% | +82.4% | +81.8% |
| 3Y | +255.8% | +70.1% | +185.8% | +152.1% |
| 5Y | +152.7% | +53.7% | +99.0% | +90.9% |
| All | +1,386.1% | +215.5% | +1,170.6% | +716.7% |
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