+1,754.5%
PDEX price history and return analytics
+345.0%
+1,409.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.5% | -1.2% |
| 7D | -0.6% | -4.2% | +3.5% | +1.9% |
| 30D | -5.7% | -5.8% | +0.1% | -2.4% |
| 3M | -7.7% | -5.2% | -2.4% | -4.7% |
| 6M | +9.3% | +0.1% | +9.2% | +9.6% |
| YTD | +59.0% | +8.2% | +50.8% | +52.8% |
| 1Y | +89.2% | +10.1% | +79.1% | +80.0% |
| 3Y | +240.0% | +69.7% | +170.3% | +152.4% |
| 5Y | +144.9% | +53.4% | +91.5% | +90.9% |
| 10Y | +1,374.7% | +219.2% | +1,155.5% | +674.3% |
| All | +1,754.5% | +345.0% | +1,409.6% | +806.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling