+27.4%
PDC vs VOO
+20.9%
+6.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.4% | +5.2% | +5.5% |
| 7D | +0.7% | +0.1% | +0.6% | +0.2% |
| 30D | -5.6% | +0.1% | -5.7% | -6.1% |
| 3M | -42.0% | +2.0% | -44.0% | -44.3% |
| 6M | -43.7% | +13.0% | -56.7% | -54.1% |
| YTD | -56.1% | +13.6% | -69.7% | -64.4% |
| 1Y | +27.4% | +20.1% | +7.3% | -15.9% |
| All | +27.4% | +20.9% | +6.4% | -15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling