-28.2%
PD vs VOO
+78.8%
-107.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.1% |
| 7D | -6.3% | -0.6% | -5.7% | -5.6% |
| 30D | -3.7% | -3.6% | 0.0% | +1.1% |
| 3M | +31.1% | -2.7% | +33.8% | +35.7% |
| 6M | +113.6% | +2.2% | +111.3% | +106.1% |
| YTD | +18.8% | +10.9% | +7.9% | +2.1% |
| 1Y | -0.9% | +11.3% | -12.2% | -15.6% |
| 3Y | -28.2% | +76.9% | -105.1% | -72.7% |
| All | -28.2% | +78.8% | -107.0% | -72.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling