-58.9%
PD vs VOO
+193.9%
-252.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | -3.1% | +3.3% | -6.4% | -7.5% |
| 30D | -5.8% | -2.7% | -3.1% | -2.2% |
| 3M | +38.4% | -1.7% | +40.1% | +41.5% |
| 6M | +132.9% | +3.1% | +129.8% | +121.9% |
| YTD | +19.9% | +11.9% | +8.0% | +1.5% |
| 1Y | -1.7% | +12.1% | -13.8% | -17.2% |
| 3Y | -27.5% | +78.6% | -106.1% | -67.9% |
| 5Y | -62.7% | +73.8% | -136.5% | -82.1% |
| All | -58.9% | +193.9% | -252.8% | -87.9% |
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