-42.1%
PDC vs VOO
+14.7%
-56.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | -0.6% |
| 7D | -24.3% | -0.7% | -23.6% | -23.8% |
| 30D | -32.8% | -1.1% | -31.8% | -32.4% |
| 3M | -26.3% | -0.3% | -26.0% | -26.9% |
| 6M | -72.8% | +7.4% | -80.1% | -75.9% |
| YTD | -65.9% | +13.4% | -79.2% | -70.8% |
| 1Y | -42.1% | +14.8% | -56.9% | -51.3% |
| All | -42.1% | +14.7% | -56.8% | -51.3% |
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