+68.8%
PDBC vs VOO
+362.5%
-293.7%
-49.5%
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% | -0.3% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | +12.0% | +0.1% | +11.9% | +11.9% |
| 3M | +6.5% | +2.0% | +4.5% | +5.8% |
| 6M | +22.2% | +13.0% | +9.1% | +17.4% |
| YTD | +43.5% | +13.6% | +29.9% | +37.6% |
| 1Y | +49.2% | +20.1% | +29.1% | +40.5% |
| 3Y | +44.0% | +77.6% | -33.5% | +18.6% |
| 5Y | +85.7% | +82.4% | +3.3% | +50.2% |
| 10Y | +154.2% | +316.8% | -162.6% | +51.0% |
| All | +68.8% | +362.5% | -293.7% | -5.4% |
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