+409.9%
PDP price history and return analytics
+345.0%
+64.9%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.1% | -1.9% | -1.9% |
| 7D | -10.0% | -4.2% | -5.8% | -6.1% |
| 30D | -12.3% | -5.8% | -6.5% | -6.9% |
| 3M | -10.9% | -5.2% | -5.6% | -5.9% |
| 6M | -11.7% | +0.1% | -11.8% | -11.3% |
| YTD | +6.2% | +8.2% | -2.1% | -0.8% |
| 1Y | +3.4% | +10.1% | -6.7% | -4.7% |
| 3Y | +60.7% | +69.7% | -8.9% | -1.1% |
| 5Y | +24.6% | +53.4% | -28.7% | -14.7% |
| 10Y | +214.6% | +219.2% | -4.6% | +12.8% |
| All | +409.9% | +345.0% | +64.9% | +38.8% |
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