+61.5%
PDBA vs VOO
+96.6%
-35.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +0.6% |
| 7D | -1.3% | +0.5% | -1.8% | -1.3% |
| 30D | +5.5% | -0.9% | +6.4% | +5.6% |
| 3M | +10.8% | +3.9% | +6.9% | +10.3% |
| 6M | +9.0% | +14.5% | -5.5% | +7.3% |
| YTD | +14.3% | +13.0% | +1.4% | +12.7% |
| 1Y | +10.6% | +19.4% | -8.9% | +8.2% |
| 3Y | +50.8% | +78.9% | -28.1% | +40.6% |
| All | +61.5% | +96.6% | -35.1% | +47.6% |
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