+94.2%
PDFS vs VOO
+309.9%
-215.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.7% | +8.5% |
| 7D | -8.3% | -2.7% | -5.6% | -4.3% |
| 30D | -29.3% | -5.4% | -23.9% | -22.9% |
| 3M | -18.1% | -4.1% | -14.0% | -12.0% |
| 6M | -21.8% | +0.7% | -22.5% | -19.9% |
| YTD | +31.8% | +8.7% | +23.1% | +23.8% |
| 1Y | +36.8% | +11.0% | +25.9% | +25.7% |
| 3Y | +35.2% | +75.5% | -40.3% | -25.0% |
| 5Y | +48.7% | +68.4% | -19.7% | -12.5% |
| All | +94.2% | +309.9% | -215.8% | -59.7% |
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