+227.8%
PDP price history and return analytics
+224.4%
+3.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +0.6% |
| 7D | +0.2% | -0.7% | +0.9% | +1.1% |
| 30D | -5.6% | -1.7% | -3.9% | -3.5% |
| 3M | -4.8% | -2.3% | -2.5% | -2.0% |
| 6M | -7.2% | +1.5% | -8.7% | -8.2% |
| YTD | +13.1% | +12.0% | +1.0% | +0.3% |
| 1Y | +11.9% | +12.9% | -1.0% | -1.4% |
| 3Y | +67.8% | +74.9% | -7.2% | -8.0% |
| 5Y | +34.6% | +59.9% | -25.3% | -18.0% |
| 10Y | +227.8% | +224.6% | +3.2% | -1.6% |
| All | +227.8% | +224.4% | +3.5% | -1.6% |
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