+18.4%
PDM vs VOO
+817.1%
-798.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | +1.5% | +0.1% | +1.4% | +1.3% |
| 30D | +0.2% | +0.1% | +0.1% | +0.1% |
| 3M | +8.5% | +2.0% | +6.5% | +5.9% |
| 6M | +28.0% | +13.0% | +15.0% | +12.8% |
| YTD | +16.1% | +13.6% | +2.5% | +1.8% |
| 1Y | +12.6% | +20.1% | -7.5% | -6.8% |
| 3Y | +52.9% | +77.6% | -24.7% | -13.4% |
| 5Y | -30.3% | +82.4% | -112.7% | -61.7% |
| 10Y | -26.2% | +316.8% | -343.0% | -80.5% |
| All | +18.4% | +817.1% | -798.7% | -85.4% |
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