-45.0%
PDCC vs VOO
+38.5%
-83.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.5% | +2.1% |
| 7D | +1.1% | +0.1% | +1.1% | +1.3% |
| 30D | -5.4% | -3.3% | -2.0% | -4.5% |
| 3M | -13.9% | -2.4% | -11.5% | -13.4% |
| 6M | -26.2% | +2.6% | -28.8% | -26.5% |
| YTD | -37.3% | +11.3% | -48.6% | -38.4% |
| 1Y | -45.0% | +13.4% | -58.5% | -46.2% |
| All | -45.0% | +38.5% | -83.5% | -48.6% |
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