+190.5%
PDEX vs VOO
+82.6%
+107.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.9% | -0.4% | +19.3% | +19.1% |
| 7D | +17.3% | +0.1% | +17.2% | +17.2% |
| 30D | +10.7% | +0.1% | +10.7% | +10.6% |
| 3M | +9.6% | +2.0% | +7.6% | +8.4% |
| 6M | +52.8% | +13.0% | +39.7% | +42.8% |
| YTD | +90.8% | +13.6% | +77.2% | +77.9% |
| 1Y | +60.5% | +20.1% | +40.4% | +45.3% |
| 3Y | +321.7% | +77.6% | +244.1% | +210.9% |
| All | +190.5% | +82.6% | +107.9% | +122.9% |
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