+61.4%
PBDC vs VOO
+122.0%
-60.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | -2.3% | -0.4% | -1.9% | -2.0% |
| 30D | -2.3% | -1.4% | -0.9% | -1.4% |
| 3M | +4.1% | +3.7% | +0.4% | +1.5% |
| 6M | +7.2% | +13.0% | -5.8% | -1.5% |
| YTD | -5.0% | +12.4% | -17.4% | -12.3% |
| 1Y | -8.9% | +18.6% | -27.5% | -19.0% |
| 3Y | +20.2% | +78.1% | -57.8% | -19.7% |
| All | +61.4% | +122.0% | -60.7% | -8.3% |
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