+104.5%
PDFS vs VOO
+314.4%
-210.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.3% | +5.4% | +5.0% |
| 7D | +5.0% | -0.9% | +5.9% | +7.2% |
| 30D | -20.7% | -2.3% | -18.3% | -16.9% |
| 3M | -15.0% | -1.2% | -13.8% | -12.1% |
| 6M | -24.1% | +3.3% | -27.5% | -24.8% |
| YTD | +46.5% | +12.3% | +34.2% | +32.0% |
| 1Y | +59.9% | +12.5% | +47.4% | +44.3% |
| 3Y | +44.5% | +79.2% | -34.7% | -22.2% |
| 5Y | +27.0% | +75.7% | -48.7% | -29.0% |
| 10Y | +104.5% | +313.7% | -209.2% | -59.6% |
| All | +104.5% | +314.4% | -210.0% | -59.6% |
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