-43.6%
PDCC vs VOO
+13.0%
-56.6%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.5% |
| 7D | -7.6% | -0.9% | -6.7% | -7.2% |
| 30D | -5.6% | -2.3% | -3.3% | -5.1% |
| 3M | -12.6% | -1.2% | -11.4% | -12.2% |
| 6M | -28.6% | +3.3% | -32.0% | -28.9% |
| YTD | -36.3% | +12.3% | -48.6% | -37.0% |
| 1Y | -43.6% | +12.5% | -56.1% | -44.1% |
| All | -43.6% | +13.0% | -56.6% | -44.1% |
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 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