+78.4%
PDEC vs VOO
+169.4%
-91.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | +0.4% | +0.5% | -0.2% | +0.1% |
| 30D | +0.3% | -0.9% | +1.3% | +0.8% |
| 3M | +3.2% | +3.9% | -0.7% | +1.1% |
| 6M | +8.8% | +14.5% | -5.8% | +1.4% |
| YTD | +8.3% | +13.0% | -4.7% | +1.6% |
| 1Y | +13.7% | +19.4% | -5.8% | +3.7% |
| 3Y | +40.5% | +78.9% | -38.4% | +3.7% |
| 5Y | +52.6% | +82.3% | -29.7% | +10.4% |
| All | +78.4% | +169.4% | -91.0% | +0.6% |
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 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