+467.8%
PDFS price history and return analytics
+345.0%
+122.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -4.1% | -9.2% | -9.2% |
| 7D | -24.2% | -4.2% | -20.1% | -20.6% |
| 30D | -36.6% | -5.8% | -30.8% | -32.2% |
| 3M | -30.2% | -5.2% | -25.0% | -25.5% |
| 6M | -25.5% | +0.1% | -25.7% | -23.3% |
| YTD | +21.0% | +8.2% | +12.8% | +17.0% |
| 1Y | +23.1% | +10.1% | +12.9% | +17.4% |
| 3Y | +25.7% | +69.7% | -44.0% | -15.4% |
| 5Y | +36.4% | +53.4% | -16.9% | +1.8% |
| 10Y | +83.3% | +219.2% | -135.9% | -18.4% |
| All | +467.8% | +345.0% | +122.8% | +159.4% |
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