+87.3%
PBD vs VOO
+321.7%
-234.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.4% |
| 7D | -1.0% | -2.0% | +1.0% | +1.2% |
| 30D | -4.9% | -1.7% | -3.2% | -3.1% |
| 3M | -11.0% | +4.7% | -15.7% | -15.1% |
| 6M | -0.4% | +12.6% | -13.0% | -11.6% |
| YTD | +8.6% | +11.8% | -3.2% | -2.9% |
| 1Y | +24.8% | +17.5% | +7.2% | +6.1% |
| 3Y | +13.8% | +77.0% | -63.2% | -37.3% |
| 5Y | -34.1% | +82.6% | -116.6% | -64.4% |
| All | +87.3% | +321.7% | -234.4% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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