+107.8%
PDLB price history and return analytics
+165.1%
-57.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | +1.7% | +2.9% | -1.2% | -0.5% |
| 30D | +10.4% | -2.5% | +12.9% | +12.4% |
| 3M | +7.4% | -3.3% | +10.7% | +9.9% |
| 6M | +25.7% | +1.5% | +24.2% | +23.7% |
| YTD | +35.8% | +11.4% | +24.4% | +24.1% |
| 1Y | +40.1% | +11.9% | +28.2% | +27.5% |
| 3Y | +179.6% | +73.9% | +105.7% | +81.7% |
| 5Y | +101.4% | +57.9% | +43.5% | +40.2% |
| All | +107.8% | +165.1% | -57.2% | -13.2% |
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 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