+44.9%
PDBA vs VOO
+89.3%
-44.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | -2.9% | -2.7% | -0.2% | -2.6% |
| 30D | -8.4% | -5.4% | -3.0% | -7.8% |
| 3M | -4.8% | -4.1% | -0.7% | -4.3% |
| 6M | -6.8% | +0.7% | -7.5% | -6.9% |
| YTD | +2.6% | +8.7% | -6.1% | +1.5% |
| 1Y | +3.8% | +11.0% | -7.1% | +2.5% |
| 3Y | +31.7% | +75.5% | -43.7% | +23.1% |
| All | +44.9% | +89.3% | -44.3% | +33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling