-90.3%
PDSB price history and return analytics
+59.8%
-150.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -3.4% |
| 7D | -21.5% | -0.7% | -20.8% | -20.8% |
| 30D | -32.9% | -1.7% | -31.1% | -30.0% |
| 3M | +296.9% | -2.3% | +299.2% | +315.5% |
| 6M | -21.5% | +1.5% | -23.1% | -23.0% |
| YTD | +32.5% | +12.0% | +20.4% | +6.9% |
| 1Y | -3.8% | +12.9% | -16.6% | -23.2% |
| 3Y | -80.9% | +74.9% | -155.8% | -93.8% |
| 5Y | -90.3% | +59.9% | -150.2% | -95.9% |
| All | -90.3% | +59.8% | -150.0% | -95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling