+18.1%
PDO price history and return analytics
+90.8%
-72.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.4% |
| 7D | -3.6% | -1.1% | -2.5% | -3.1% |
| 30D | -4.6% | -1.0% | -3.6% | -4.1% |
| 3M | -1.1% | +3.2% | -4.3% | -2.7% |
| 6M | -3.0% | +12.5% | -15.4% | -8.6% |
| YTD | -3.6% | +14.1% | -17.7% | -9.9% |
| 1Y | -1.6% | +18.9% | -20.5% | -10.0% |
| 3Y | +39.7% | +74.1% | -34.4% | +4.0% |
| 5Y | +8.4% | +66.9% | -58.5% | -21.3% |
| All | +18.1% | +90.8% | -72.6% | -16.1% |
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