-56.4%
PDDL vs VOO
+23.5%
-79.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -5.0% |
| 7D | -8.6% | +0.5% | -9.1% | -9.6% |
| 30D | -26.5% | -0.9% | -25.6% | -25.3% |
| 3M | -14.2% | +3.9% | -18.1% | -21.8% |
| 6M | -48.1% | +14.5% | -62.7% | -63.4% |
| YTD | -59.4% | +13.0% | -72.4% | -70.0% |
| 1Y | -68.5% | +19.4% | -87.9% | -79.3% |
| All | -56.4% | +23.5% | -79.9% | -75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling