-94.8%
PDSB price history and return analytics
+76.6%
-171.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +36.4% | -0.5% | +36.9% | +37.5% |
| 7D | +47.1% | +1.0% | +46.0% | +43.3% |
| 30D | -61.3% | -0.2% | -61.1% | -61.0% |
| 3M | -70.0% | +4.5% | -74.5% | -72.9% |
| 6M | -55.4% | +14.1% | -69.5% | -65.8% |
| YTD | -61.0% | +14.8% | -75.8% | -70.4% |
| 1Y | -74.4% | +21.2% | -95.6% | -82.5% |
| 3Y | -94.8% | +76.6% | -171.4% | -98.6% |
| All | -94.8% | +76.6% | -171.4% | -98.6% |
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