+587.3%
PDFS price history and return analytics
+360.7%
+226.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.1% | +5.6% | +5.6% |
| 7D | +5.0% | -0.7% | +5.7% | +6.4% |
| 30D | -20.7% | -1.7% | -18.9% | -18.4% |
| 3M | -15.0% | -2.3% | -12.7% | -11.8% |
| 6M | -24.1% | +1.5% | -25.7% | -22.9% |
| YTD | +46.5% | +12.0% | +34.4% | +37.2% |
| 1Y | +59.9% | +12.9% | +47.1% | +49.1% |
| 3Y | +44.5% | +74.9% | -30.5% | -5.5% |
| 5Y | +27.0% | +59.9% | -32.9% | -8.6% |
| 10Y | +104.5% | +224.6% | -120.2% | -10.8% |
| All | +587.3% | +360.7% | +226.7% | +204.2% |
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