+150.0%
PDEX price history and return analytics
+53.4%
+96.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | +8.6% | -2.3% | +10.9% | +10.3% |
| 30D | +0.6% | -5.0% | +5.5% | +3.9% |
| 3M | -3.5% | -4.9% | +1.3% | -0.4% |
| 6M | +8.0% | -1.5% | +9.5% | +9.5% |
| YTD | +64.1% | +8.5% | +55.7% | +57.7% |
| 1Y | +93.8% | +11.4% | +82.4% | +83.6% |
| 3Y | +255.8% | +70.1% | +185.8% | +166.5% |
| All | +150.0% | +53.4% | +96.6% | +124.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling