+149.9%
PDBC vs VOO
+314.0%
-164.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.7% |
| 7D | +1.3% | +0.5% | +0.8% | +1.2% |
| 30D | +11.9% | -0.9% | +12.8% | +12.2% |
| 3M | +9.5% | +3.9% | +5.6% | +8.2% |
| 6M | +17.8% | +14.5% | +3.3% | +13.0% |
| YTD | +45.7% | +13.0% | +32.7% | +40.2% |
| 1Y | +51.7% | +19.4% | +32.2% | +43.4% |
| 3Y | +45.3% | +78.9% | -33.6% | +20.2% |
| 5Y | +89.4% | +82.3% | +7.1% | +54.5% |
| 10Y | +149.9% | +314.2% | -164.3% | +55.1% |
| All | +149.9% | +314.0% | -164.1% | +55.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling