-88.0%
PDC vs VOO
+74.6%
-162.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +1.3% | -12.7% | -13.3% |
| 7D | -2.2% | -0.9% | -1.3% | -1.2% |
| 30D | -33.1% | -2.3% | -30.7% | -31.5% |
| 3M | -29.8% | -1.2% | -28.7% | -29.9% |
| 6M | -71.6% | +3.3% | -74.9% | -73.6% |
| YTD | -66.6% | +12.3% | -78.9% | -72.6% |
| 1Y | -58.3% | +12.5% | -70.8% | -66.0% |
| 3Y | -13.6% | +79.2% | -92.7% | -57.3% |
| All | -88.0% | +74.6% | -162.6% | -95.1% |
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 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