-46.5%
PDCC vs VOO
+35.3%
-81.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -3.3% |
| 7D | -2.6% | -2.7% | +0.1% | -1.6% |
| 30D | -11.6% | -5.4% | -6.3% | -10.3% |
| 3M | -15.8% | -4.1% | -11.7% | -14.7% |
| 6M | -29.5% | +0.7% | -30.3% | -29.4% |
| YTD | -39.0% | +8.7% | -47.7% | -39.7% |
| 1Y | -47.0% | +11.0% | -58.0% | -47.8% |
| All | -46.5% | +35.3% | -81.8% | -49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling