+588.7%
PDP vs VOO
+806.9%
-218.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +0.5% |
| 7D | +0.2% | -0.9% | +1.1% | +1.3% |
| 30D | -5.6% | -2.3% | -3.3% | -3.0% |
| 3M | -4.8% | -1.2% | -3.6% | -3.4% |
| 6M | -7.2% | +3.3% | -10.5% | -10.0% |
| YTD | +13.1% | +12.3% | +0.8% | +0.7% |
| 1Y | +11.9% | +12.5% | -0.6% | -0.4% |
| 3Y | +67.8% | +79.2% | -11.4% | -7.8% |
| 5Y | +34.6% | +75.7% | -41.0% | -24.0% |
| 10Y | +227.8% | +313.7% | -85.9% | -23.4% |
| All | +588.7% | +806.9% | -218.2% | -32.1% |
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 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