+105.6%
PDT price history and return analytics
+224.4%
-118.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.0% |
| 7D | -0.2% | -0.7% | +0.5% | +0.3% |
| 30D | +1.1% | -1.7% | +2.8% | +2.4% |
| 3M | -3.8% | -2.3% | -1.5% | -2.2% |
| 6M | -4.2% | +1.5% | -5.7% | -6.2% |
| YTD | +1.0% | +12.0% | -11.1% | -10.0% |
| 1Y | -0.8% | +12.9% | -13.7% | -12.2% |
| 3Y | +50.6% | +74.9% | -24.3% | -13.6% |
| 5Y | +5.7% | +59.9% | -54.2% | -34.2% |
| 10Y | +105.6% | +224.6% | -119.0% | -35.3% |
| All | +105.6% | +224.4% | -118.7% | -35.3% |
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