+520.6%
PDT price history and return analytics
+346.0%
+174.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.1% |
| 7D | +0.7% | -2.3% | +3.1% | +2.3% |
| 30D | +3.6% | -5.0% | +8.5% | +7.0% |
| 3M | -2.0% | -4.9% | +2.9% | +1.2% |
| 6M | -3.7% | -1.5% | -2.1% | -3.1% |
| YTD | +2.1% | +8.5% | -6.4% | -4.3% |
| 1Y | +1.6% | +11.4% | -9.8% | -6.5% |
| 3Y | +51.0% | +70.1% | -19.1% | +2.6% |
| 5Y | +6.6% | +53.7% | -47.2% | -22.8% |
| 10Y | +96.3% | +220.0% | -123.6% | -10.4% |
| All | +520.6% | +346.0% | +174.5% | +112.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling