-85.9%
PDC vs VOO
+73.0%
-158.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -3.8% |
| 7D | +6.7% | +0.1% | +6.6% | +6.5% |
| 30D | -21.8% | -3.3% | -18.5% | -18.6% |
| 3M | -14.2% | -2.4% | -11.8% | -12.4% |
| 6M | -68.6% | +2.6% | -71.2% | -70.5% |
| YTD | -60.8% | +11.3% | -72.1% | -67.3% |
| 1Y | -34.9% | +13.4% | -48.3% | -47.5% |
| 3Y | -8.5% | +80.3% | -88.8% | -54.2% |
| All | -85.9% | +73.0% | -158.9% | -94.1% |
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