+103.2%
PDLB price history and return analytics
+158.2%
-55.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -3.5% | -2.3% | -1.2% | -1.9% |
| 30D | +8.1% | -5.0% | +13.0% | +12.1% |
| 3M | +7.7% | -4.9% | +12.6% | +11.6% |
| 6M | +22.4% | -1.5% | +23.9% | +23.2% |
| YTD | +32.7% | +8.5% | +24.2% | +23.7% |
| 1Y | +48.8% | +11.4% | +37.5% | +36.0% |
| 3Y | +171.9% | +70.1% | +101.9% | +79.7% |
| 5Y | +102.5% | +53.7% | +48.8% | +43.8% |
| All | +103.2% | +158.2% | -55.1% | -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