+268.1%
PDI price history and return analytics
+377.1%
-109.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.0% |
| 7D | +3.6% | -2.3% | +5.9% | +4.9% |
| 30D | +5.3% | -5.0% | +10.2% | +8.3% |
| 3M | -3.6% | -4.9% | +1.3% | -0.8% |
| 6M | -8.8% | -1.5% | -7.2% | -8.2% |
| YTD | -4.5% | +8.5% | -13.0% | -9.3% |
| 1Y | -5.4% | +11.4% | -16.7% | -11.6% |
| 3Y | +28.6% | +70.1% | -41.5% | -7.4% |
| 5Y | +12.4% | +53.7% | -41.3% | -14.9% |
| 10Y | +85.5% | +220.0% | -134.5% | -6.2% |
| All | +268.1% | +377.1% | -109.1% | +69.4% |
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