-15.4%
PDM price history and return analytics
+222.7%
-238.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.1% |
| 7D | +0.9% | +2.9% | -2.0% | -2.4% |
| 30D | +9.3% | -2.5% | +11.9% | +12.3% |
| 3M | +4.7% | -3.3% | +8.1% | +8.6% |
| 6M | +22.1% | +1.5% | +20.6% | +18.9% |
| YTD | +19.3% | +11.4% | +7.9% | +4.0% |
| 1Y | +20.5% | +11.9% | +8.6% | +4.3% |
| 3Y | +96.0% | +73.9% | +22.1% | +1.2% |
| 5Y | -32.9% | +57.9% | -90.8% | -61.0% |
| All | -15.4% | +222.7% | -238.1% | -76.0% |
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