+49.1%
PDFS price history and return analytics
+53.4%
-4.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.7% | +8.5% |
| 7D | -8.3% | -2.3% | -6.0% | -3.9% |
| 30D | -29.3% | -5.0% | -24.3% | -21.4% |
| 3M | -18.1% | -4.9% | -13.2% | -8.5% |
| 6M | -21.8% | -1.5% | -20.3% | -15.6% |
| YTD | +31.8% | +8.5% | +23.3% | +23.0% |
| 1Y | +36.8% | +11.4% | +25.4% | +22.9% |
| 3Y | +35.2% | +70.1% | -34.9% | -31.4% |
| All | +49.1% | +53.4% | -4.3% | -16.1% |
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