+111.1%
PDX price history and return analytics
+160.0%
-48.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -1.1% | +2.4% | -3.5% | -3.6% |
| 30D | +2.1% | -1.5% | +3.6% | +3.5% |
| 3M | -5.3% | -4.1% | -1.2% | -1.4% |
| 6M | -1.9% | +0.6% | -2.4% | -3.3% |
| YTD | +15.4% | +11.0% | +4.4% | +1.1% |
| 1Y | +17.2% | +13.3% | +3.9% | +0.2% |
| 3Y | +49.2% | +73.4% | -24.2% | -22.9% |
| 5Y | +130.0% | +57.4% | +72.5% | +33.2% |
| All | +111.1% | +160.0% | -48.9% | -26.1% |
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