+78.7%
PDEC vs VOO
+165.4%
-86.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +0.6% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | -1.1% | -3.3% | +2.2% | +0.5% |
| 3M | +0.5% | -2.4% | +2.9% | +1.7% |
| 6M | +3.7% | +2.6% | +1.1% | +2.3% |
| YTD | +8.4% | +11.3% | -2.8% | +2.5% |
| 1Y | +11.1% | +13.4% | -2.4% | +4.0% |
| 3Y | +44.4% | +80.3% | -35.9% | +6.1% |
| 5Y | +51.9% | +72.7% | -20.8% | +13.0% |
| All | +78.7% | +165.4% | -86.8% | +1.5% |
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 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