+139.4%
PDBC vs VOO
+317.9%
-178.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -2.2% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | -6.1% | -3.3% | -2.7% | -5.3% |
| 3M | +7.1% | -2.4% | +9.5% | +7.6% |
| 6M | +2.2% | +2.6% | -0.4% | +1.2% |
| YTD | +39.4% | +11.3% | +28.1% | +34.5% |
| 1Y | +40.8% | +13.4% | +27.3% | +35.0% |
| 3Y | +45.6% | +80.3% | -34.7% | +20.1% |
| 5Y | +63.9% | +72.7% | -8.8% | +36.1% |
| 10Y | +139.4% | +310.0% | -170.6% | +58.6% |
| All | +139.4% | +317.9% | -178.5% | +58.6% |
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