+86.1%
PDI vs VOO
+315.3%
-229.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | -0.4% | -0.4% | 0.0% | -0.2% |
| 30D | -4.1% | -1.4% | -2.8% | -3.3% |
| 3M | -4.7% | +3.7% | -8.4% | -6.8% |
| 6M | -6.8% | +13.0% | -19.8% | -13.7% |
| YTD | -4.5% | +12.4% | -16.9% | -11.4% |
| 1Y | -11.7% | +18.6% | -30.3% | -20.9% |
| 3Y | +30.2% | +78.1% | -47.8% | -11.4% |
| 5Y | +11.2% | +82.3% | -71.0% | -26.8% |
| 10Y | +86.1% | +322.5% | -236.4% | -30.3% |
| All | +86.1% | +315.3% | -229.2% | -30.3% |
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