+17.6%
PDPA vs VOO
+28.0%
-10.4%
-2.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -0.5% | +3.3% | -3.8% | -0.7% |
| 30D | +0.7% | -2.7% | +3.4% | +0.9% |
| 3M | +1.3% | -1.7% | +3.1% | +1.4% |
| 6M | +3.3% | +3.1% | +0.2% | +3.1% |
| YTD | +5.7% | +11.9% | -6.2% | +5.0% |
| 1Y | +7.3% | +12.1% | -4.8% | +6.6% |
| All | +17.6% | +28.0% | -10.4% | +15.6% |
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