-42.7%
PDCC vs VOO
+39.3%
-82.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.9% | +2.6% |
| 7D | +3.7% | +3.3% | +0.4% | +2.7% |
| 30D | -4.4% | -2.7% | -1.8% | -3.8% |
| 3M | -10.8% | -1.7% | -9.1% | -10.4% |
| 6M | -27.0% | +3.1% | -30.1% | -27.3% |
| YTD | -34.7% | +11.9% | -46.6% | -35.9% |
| 1Y | -41.9% | +12.1% | -53.9% | -43.0% |
| All | -42.7% | +39.3% | -82.0% | -46.5% |
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