-99.6%
PDSB price history and return analytics
+222.7%
-322.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.0% |
| 7D | -16.2% | +2.9% | -19.1% | -20.1% |
| 30D | -38.7% | -2.5% | -36.2% | -36.2% |
| 3M | +305.0% | -3.3% | +308.3% | +325.3% |
| 6M | -10.9% | +1.5% | -12.4% | -11.5% |
| YTD | +27.3% | +11.4% | +15.9% | +13.0% |
| 1Y | +1.7% | +11.9% | -10.2% | -10.0% |
| 3Y | -81.6% | +73.9% | -155.5% | -90.5% |
| 5Y | -91.4% | +57.9% | -149.3% | -94.8% |
| All | -99.6% | +222.7% | -322.3% | -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