+90.1%
PDI price history and return analytics
+222.7%
-132.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.8% |
| 7D | -1.1% | +2.9% | -4.0% | -2.9% |
| 30D | +1.6% | -2.5% | +4.1% | +3.2% |
| 3M | -6.7% | -3.3% | -3.3% | -4.7% |
| 6M | -10.6% | +1.5% | -12.1% | -11.8% |
| YTD | -7.5% | +11.4% | -18.9% | -14.4% |
| 1Y | -8.6% | +11.9% | -20.5% | -15.8% |
| 3Y | +27.8% | +73.9% | -46.1% | -14.2% |
| 5Y | +10.1% | +57.9% | -47.8% | -21.5% |
| All | +90.1% | +222.7% | -132.6% | -21.8% |
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 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