+815.6%
PDFS vs VOO
+775.2%
+40.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -4.4% | -8.9% | -7.1% |
| 7D | -24.2% | -4.7% | -19.5% | -18.4% |
| 30D | -36.6% | -5.9% | -30.7% | -30.1% |
| 3M | -30.2% | -4.5% | -25.7% | -24.4% |
| 6M | -25.5% | +1.9% | -27.4% | -24.8% |
| YTD | +21.0% | +8.4% | +12.6% | +13.6% |
| 1Y | +23.1% | +9.5% | +13.6% | +14.4% |
| 3Y | +25.7% | +75.3% | -49.6% | -33.9% |
| 5Y | +36.4% | +67.9% | -31.4% | -23.2% |
| 10Y | +83.3% | +314.4% | -231.1% | -70.2% |
| All | +815.6% | +775.2% | +40.4% | -41.9% |
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 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