+21.9%
PDM vs VOO
+777.9%
-755.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.8% |
| 7D | +3.9% | -2.7% | +6.6% | +6.6% |
| 30D | +9.7% | -5.4% | +15.0% | +15.6% |
| 3M | +5.7% | -4.1% | +9.8% | +9.9% |
| 6M | +18.0% | +0.7% | +17.2% | +16.3% |
| YTD | +19.5% | +8.7% | +10.8% | +9.3% |
| 1Y | +20.6% | +11.0% | +9.6% | +7.9% |
| 3Y | +82.8% | +75.5% | +7.3% | +4.1% |
| 5Y | -32.1% | +68.4% | -100.5% | -59.7% |
| 10Y | -13.5% | +315.7% | -329.2% | -77.0% |
| All | +21.9% | +777.9% | -755.9% | -84.3% |
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 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