+102.6%
PDFS price history and return analytics
+223.7%
-121.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.6% | +5.4% | +4.2% |
| 7D | +4.3% | +0.4% | +3.9% | +4.3% |
| 30D | -25.3% | -2.6% | -22.7% | -21.3% |
| 3M | -17.8% | -3.2% | -14.6% | -12.2% |
| 6M | -21.3% | +0.9% | -22.2% | -19.0% |
| YTD | +42.4% | +11.3% | +31.1% | +29.6% |
| 1Y | +53.6% | +14.0% | +39.6% | +35.7% |
| 3Y | +44.0% | +75.8% | -31.9% | -24.2% |
| 5Y | +60.8% | +57.8% | +3.0% | -1.9% |
| 10Y | +102.6% | +219.8% | -117.2% | -46.9% |
| All | +102.6% | +223.7% | -121.0% | -46.9% |
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 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