+183.4%
PDEX vs VOO
+72.6%
+110.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.4% |
| 7D | +4.0% | +2.6% | +1.4% | +2.5% |
| 30D | +9.8% | -2.0% | +11.7% | +11.4% |
| 3M | -3.3% | -2.8% | -0.5% | -1.4% |
| 6M | +14.3% | +2.2% | +12.1% | +13.4% |
| YTD | +70.6% | +11.5% | +59.1% | +61.2% |
| 1Y | +106.2% | +13.5% | +92.7% | +93.0% |
| 3Y | +266.6% | +78.1% | +188.5% | +170.3% |
| All | +183.4% | +72.6% | +110.8% | +134.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling