-34.9%
PDCC vs VOO
+41.4%
-76.3%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.0% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +3.0% | +0.1% | +3.0% | +3.0% |
| 3M | -5.8% | +2.0% | -7.9% | -6.2% |
| 6M | -19.1% | +13.0% | -32.2% | -21.0% |
| YTD | -25.8% | +13.6% | -39.4% | -27.6% |
| 1Y | -38.0% | +20.1% | -58.1% | -40.2% |
| All | -34.9% | +41.4% | -76.3% | -39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling