+19.4%
PDO vs VOO
+121.0%
-101.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.3% |
| 7D | -2.6% | -0.8% | -1.8% | -2.3% |
| 30D | -3.6% | -1.1% | -2.5% | -3.1% |
| 3M | -0.1% | +3.9% | -4.0% | -1.9% |
| 6M | -1.9% | +13.6% | -15.6% | -7.6% |
| YTD | -2.6% | +12.7% | -15.3% | -7.9% |
| 1Y | -0.6% | +17.6% | -18.1% | -7.9% |
| 3Y | +41.1% | +77.3% | -36.2% | +6.5% |
| 5Y | +9.5% | +84.1% | -74.6% | -21.3% |
| All | +19.4% | +121.0% | -101.6% | -16.9% |
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