-98.1%
PDSB price history and return analytics
+65.7%
-163.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -0.9% |
| 7D | +38.2% | -0.1% | +38.3% | +38.3% |
| 30D | -59.9% | -0.7% | -59.2% | -59.2% |
| 3M | -71.6% | +4.0% | -75.6% | -73.9% |
| 6M | -57.2% | +12.3% | -69.5% | -65.6% |
| YTD | -61.9% | +14.0% | -76.0% | -70.3% |
| 1Y | -75.2% | +20.3% | -95.5% | -82.6% |
| 3Y | -95.0% | +75.4% | -170.4% | -98.3% |
| 5Y | -98.1% | +66.0% | -164.1% | -99.2% |
| All | -98.1% | +65.7% | -163.8% | -99.2% |
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