+62.6%
PDP price history and return analytics
+69.7%
-7.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +0.7% |
| 7D | -6.1% | -2.3% | -3.8% | -3.2% |
| 30D | -10.5% | -5.0% | -5.5% | -4.2% |
| 3M | -9.2% | -4.9% | -4.3% | -2.9% |
| 6M | -12.6% | -1.5% | -11.1% | -10.4% |
| YTD | +7.3% | +8.5% | -1.2% | -2.5% |
| 1Y | +7.3% | +11.4% | -4.1% | -5.4% |
| 3Y | +62.6% | +70.1% | -7.5% | -11.9% |
| All | +62.6% | +69.7% | -7.1% | -11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling