+88.6%
PDI price history and return analytics
+221.8%
-133.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | -3.9% | +2.4% | -6.3% | -5.4% |
| 30D | +1.9% | -1.5% | +3.4% | +2.8% |
| 3M | -7.5% | -4.1% | -3.4% | -5.0% |
| 6M | -10.7% | +0.6% | -11.3% | -11.3% |
| YTD | -8.2% | +11.0% | -19.2% | -14.9% |
| 1Y | -8.7% | +13.3% | -22.1% | -16.6% |
| 3Y | +29.5% | +73.4% | -43.9% | -12.9% |
| 5Y | +9.3% | +57.4% | -48.1% | -22.0% |
| All | +88.6% | +221.8% | -133.1% | -22.3% |
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