+264.3%
PDI vs VOO
+640.2%
-375.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.5% |
| 7D | -1.1% | -0.9% | -0.2% | -0.7% |
| 30D | +3.7% | -2.3% | +6.0% | +5.0% |
| 3M | -5.0% | -1.2% | -3.8% | -4.5% |
| 6M | -9.7% | +3.3% | -13.0% | -11.5% |
| YTD | -5.4% | +12.3% | -17.8% | -11.7% |
| 1Y | -7.1% | +12.5% | -19.6% | -13.3% |
| 3Y | +30.6% | +79.2% | -48.6% | -7.5% |
| 5Y | +12.0% | +75.7% | -63.6% | -20.9% |
| 10Y | +92.4% | +313.7% | -221.3% | -12.8% |
| All | +264.3% | +640.2% | -375.9% | +43.4% |
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