+41.6%
PDFS price history and return analytics
+75.6%
-34.0%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.1% | +5.6% | +4.0% |
| 7D | +5.0% | -0.7% | +5.7% | +7.9% |
| 30D | -20.7% | -1.7% | -18.9% | -15.8% |
| 3M | -15.0% | -2.3% | -12.7% | -8.1% |
| 6M | -24.1% | +1.5% | -25.7% | -22.4% |
| YTD | +46.5% | +12.0% | +34.4% | +24.4% |
| 1Y | +59.9% | +12.9% | +47.1% | +34.3% |
| All | +41.6% | +75.6% | -34.0% | -46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling