-34.7%
PDCC vs VOO
+40.6%
-75.3%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.4% |
| 7D | +2.3% | +0.5% | +1.7% | +2.1% |
| 30D | +2.0% | -0.9% | +3.0% | +2.2% |
| 3M | -5.6% | +3.9% | -9.5% | -6.3% |
| 6M | -18.0% | +14.5% | -32.5% | -20.0% |
| YTD | -25.6% | +13.0% | -38.6% | -27.3% |
| 1Y | -38.2% | +19.4% | -57.6% | -40.2% |
| All | -34.7% | +40.6% | -75.3% | -39.3% |
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