+44.5%
PDM price history and return analytics
+468.7%
-424.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.5% | +0.4% | +1.0% | +1.0% |
| 30D | +0.2% | +1.0% | -0.8% | -0.8% |
| 3M | +8.5% | +2.4% | +6.1% | +5.5% |
| 6M | +28.0% | +12.0% | +16.0% | +14.0% |
| YTD | +16.1% | +15.3% | +0.7% | +0.5% |
| 1Y | +12.6% | +22.6% | -10.0% | -8.3% |
| 3Y | +52.9% | +74.7% | -21.8% | -10.2% |
| 5Y | -30.3% | +66.1% | -96.4% | -57.1% |
| 10Y | -26.2% | +225.0% | -251.2% | -73.6% |
| All | +44.5% | +468.7% | -424.2% | -65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling