+60.6%
PDBA vs VOO
+97.7%
-37.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -0.7% | +0.1% | -0.9% | -0.8% |
| 30D | +4.8% | +0.1% | +4.7% | +4.8% |
| 3M | +8.4% | +2.0% | +6.4% | +8.1% |
| 6M | +11.0% | +13.0% | -2.1% | +9.4% |
| YTD | +13.7% | +13.6% | +0.1% | +12.0% |
| 1Y | +10.3% | +20.1% | -9.7% | +7.9% |
| 3Y | +50.7% | +77.6% | -26.9% | +40.6% |
| All | +60.6% | +97.7% | -37.1% | +46.7% |
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 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