-4.1%
PDI price history and return analytics
+13.0%
-17.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +0.8% |
| 7D | +4.6% | +0.4% | +4.2% | +4.4% |
| 30D | +6.9% | -2.6% | +9.5% | +8.0% |
| 3M | -1.8% | -3.2% | +1.4% | -0.5% |
| 6M | -7.3% | +0.9% | -8.2% | -7.8% |
| YTD | -2.6% | +11.3% | -13.9% | -8.8% |
| All | -4.1% | +13.0% | -17.2% | -10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling