+3,464.3%
PDEX vs VOO
+795.4%
+2,668.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | +16.0% | -0.6% | +16.6% | +16.5% |
| 30D | +11.8% | -3.6% | +15.4% | +14.4% |
| 3M | +5.4% | -2.7% | +8.2% | +7.2% |
| 6M | +17.9% | +2.2% | +15.6% | +16.9% |
| YTD | +81.5% | +10.9% | +70.7% | +72.5% |
| 1Y | +114.8% | +11.3% | +103.4% | +103.7% |
| 3Y | +285.5% | +76.9% | +208.6% | +184.8% |
| 5Y | +179.4% | +73.5% | +105.9% | +107.1% |
| 10Y | +1,543.8% | +307.7% | +1,236.1% | +703.8% |
| All | +3,464.3% | +795.4% | +2,668.9% | +1,029.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling