+105.5%
PDLB price history and return analytics
+163.7%
-58.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +0.3% | -0.1% | +0.5% | +0.4% |
| 30D | +9.5% | -3.1% | +12.5% | +11.9% |
| 3M | +9.6% | -3.5% | +13.1% | +12.4% |
| 6M | +23.0% | +0.5% | +22.6% | +22.0% |
| YTD | +34.3% | +10.8% | +23.5% | +23.1% |
| 1Y | +40.7% | +11.9% | +28.8% | +28.1% |
| 3Y | +176.4% | +73.0% | +103.5% | +80.4% |
| 5Y | +100.5% | +58.6% | +41.9% | +38.9% |
| All | +105.5% | +163.7% | -58.2% | -13.9% |
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