+107.1%
PDLB price history and return analytics
+165.0%
-57.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | 0.0% |
| 7D | -1.4% | +0.4% | -1.8% | -1.8% |
| 30D | +10.3% | -2.6% | +12.9% | +12.4% |
| 3M | +10.2% | -3.2% | +13.5% | +12.8% |
| 6M | +24.0% | +0.9% | +23.0% | +22.5% |
| YTD | +35.3% | +11.3% | +24.0% | +23.7% |
| 1Y | +46.7% | +14.0% | +32.7% | +31.7% |
| 3Y | +184.3% | +75.8% | +108.5% | +83.2% |
| 5Y | +102.1% | +57.8% | +44.2% | +40.7% |
| All | +107.1% | +165.0% | -57.9% | -13.5% |
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