+59.9%
PBDC vs VOO
+121.8%
-61.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.8% |
| 7D | -0.3% | -0.9% | +0.6% | +0.3% |
| 30D | +4.5% | -2.3% | +6.9% | +6.1% |
| 3M | -3.6% | -1.2% | -2.5% | -3.1% |
| 6M | +3.2% | +3.3% | -0.1% | +0.7% |
| YTD | -5.8% | +12.3% | -18.1% | -13.2% |
| 1Y | -2.8% | +12.5% | -15.3% | -10.6% |
| 3Y | +16.3% | +79.2% | -62.9% | -22.8% |
| All | +59.9% | +121.8% | -61.9% | -9.2% |
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