+1,110.9%
PDFS vs VOO
+817.1%
+293.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.6% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | -7.7% | +0.1% | -7.8% | -7.6% |
| 3M | -19.0% | +2.0% | -21.1% | -19.9% |
| 6M | +37.9% | +13.0% | +24.9% | +19.9% |
| YTD | +60.0% | +13.6% | +46.4% | +38.7% |
| 1Y | +131.8% | +20.1% | +111.8% | +87.9% |
| 3Y | +25.2% | +77.6% | -52.3% | -36.4% |
| 5Y | +100.4% | +82.4% | +18.0% | -0.6% |
| 10Y | +176.7% | +316.8% | -140.2% | -55.8% |
| All | +1,110.9% | +817.1% | +293.8% | -29.0% |
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 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