+64.8%
PBDC vs VOO
+124.3%
-59.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +4.5% | +0.1% | +4.5% | +4.5% |
| 3M | +5.0% | +2.0% | +3.0% | +3.5% |
| 6M | +7.3% | +13.0% | -5.7% | -1.4% |
| YTD | -2.9% | +13.6% | -16.5% | -11.1% |
| 1Y | -7.6% | +20.1% | -27.7% | -18.5% |
| 3Y | +21.7% | +77.6% | -55.9% | -18.6% |
| All | +64.8% | +124.3% | -59.5% | -7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling