+57.9%
PBDC vs VOO
+120.2%
-62.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | 0.0% | +2.6% | -2.5% | -1.6% |
| 30D | +4.3% | -2.0% | +6.3% | +5.6% |
| 3M | -5.8% | -2.8% | -3.0% | -4.2% |
| 6M | +1.9% | +2.2% | -0.2% | +0.2% |
| YTD | -7.0% | +11.5% | -18.5% | -13.9% |
| 1Y | -3.7% | +13.5% | -17.2% | -11.9% |
| 3Y | +14.7% | +78.1% | -63.3% | -23.5% |
| All | +57.9% | +120.2% | -62.3% | -10.0% |
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