+57.0%
PDC vs VOO
+19.5%
+37.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.6% | +11.1% | +11.5% |
| 7D | +3.3% | +0.5% | +2.7% | +1.9% |
| 30D | +6.1% | -0.9% | +7.0% | +7.4% |
| 3M | -29.3% | +3.9% | -33.2% | -34.6% |
| 6M | -36.9% | +14.5% | -51.5% | -49.9% |
| YTD | -51.5% | +13.0% | -64.5% | -60.2% |
| 1Y | +57.0% | +19.4% | +37.6% | +5.4% |
| All | +57.0% | +19.5% | +37.5% | +5.4% |
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