+11.9%
PDS price history and return analytics
+222.7%
-210.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | +0.3% |
| 7D | -4.3% | -0.1% | -4.1% | -4.1% |
| 30D | +10.5% | -0.7% | +11.2% | +11.5% |
| 3M | -4.2% | +4.0% | -8.2% | -10.4% |
| 6M | -1.5% | +12.3% | -13.8% | -19.7% |
| YTD | +25.1% | +14.0% | +11.1% | -0.4% |
| 1Y | +58.7% | +20.3% | +38.4% | +16.1% |
| 3Y | +28.1% | +75.4% | -47.3% | -47.9% |
| 5Y | +169.3% | +66.0% | +103.3% | +19.8% |
| 10Y | +11.9% | +228.2% | -216.3% | -81.9% |
| All | +11.9% | +222.7% | -210.8% | -81.9% |
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 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