-85.8%
PDC vs VOO
+69.0%
-154.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.4% | +0.3% | +21.1% | +21.0% |
| 7D | +1.6% | -2.7% | +4.3% | +5.8% |
| 30D | -22.7% | -5.4% | -17.4% | -16.9% |
| 3M | -16.9% | -4.1% | -12.9% | -13.1% |
| 6M | -67.2% | +0.7% | -68.0% | -68.3% |
| YTD | -60.6% | +8.7% | -69.3% | -66.0% |
| 1Y | -32.7% | +11.0% | -43.7% | -44.0% |
| 3Y | -15.0% | +75.5% | -90.5% | -55.9% |
| All | -85.8% | +69.0% | -154.8% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling