-82.6%
PDC vs VOO
+75.6%
-158.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.6% | +11.1% | +11.4% |
| 7D | +3.3% | +0.5% | +2.7% | +2.1% |
| 30D | +6.1% | -0.9% | +7.0% | +7.2% |
| 3M | -29.3% | +3.9% | -33.2% | -33.7% |
| 6M | -36.9% | +14.5% | -51.5% | -49.2% |
| YTD | -51.5% | +13.0% | -64.5% | -60.0% |
| 1Y | +57.0% | +19.4% | +37.6% | +19.0% |
| 3Y | -58.4% | +78.9% | -137.3% | -80.5% |
| All | -82.6% | +75.6% | -158.1% | -92.8% |
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