+955.4%
PDFS vs VOO
+815.3%
+140.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.6% | -7.3% | -7.9% |
| 7D | -12.5% | -0.7% | -11.8% | -11.6% |
| 30D | -29.0% | -1.1% | -28.0% | -27.5% |
| 3M | -22.2% | -0.3% | -21.9% | -21.1% |
| 6M | -10.4% | +7.4% | -17.7% | -16.3% |
| YTD | +39.5% | +13.4% | +26.1% | +22.3% |
| 1Y | +42.5% | +14.8% | +27.7% | +23.3% |
| 3Y | +44.8% | +83.3% | -38.4% | -28.8% |
| 5Y | +60.6% | +76.1% | -15.5% | -15.9% |
| 10Y | +111.3% | +333.4% | -222.1% | -67.9% |
| All | +955.4% | +815.3% | +140.2% | -37.4% |
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