+125.6%
PDN vs VOO
+324.3%
-198.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +0.2% | -0.4% | +0.6% | +0.5% |
| 30D | +0.6% | -1.4% | +2.0% | +1.7% |
| 3M | +5.4% | +3.7% | +1.7% | +2.5% |
| 6M | +7.3% | +13.0% | -5.8% | -2.2% |
| YTD | +13.8% | +12.4% | +1.3% | +4.1% |
| 1Y | +19.0% | +18.6% | +0.4% | +4.5% |
| 3Y | +70.6% | +78.1% | -7.5% | +8.6% |
| 5Y | +40.8% | +82.3% | -41.5% | -12.6% |
| All | +125.6% | +324.3% | -198.7% | -26.1% |
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