-99.6%
PDSB price history and return analytics
+221.8%
-321.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.3% | -10.6% | -10.5% |
| 7D | -29.0% | +2.4% | -31.4% | -31.8% |
| 30D | -38.1% | -1.5% | -36.6% | -36.5% |
| 3M | +274.7% | -4.1% | +278.8% | +298.6% |
| 6M | -34.4% | +0.6% | -34.9% | -34.0% |
| YTD | +13.4% | +11.0% | +2.3% | +1.1% |
| 1Y | +3.3% | +13.3% | -10.0% | -10.3% |
| 3Y | -83.4% | +73.4% | -156.8% | -91.3% |
| 5Y | -92.4% | +57.4% | -149.8% | -95.4% |
| All | -99.6% | +221.8% | -321.4% | -99.9% |
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