+56.0%
PDS vs VOO
+14.7%
+41.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.6% | -6.7% | -5.3% |
| 7D | -13.2% | -0.7% | -12.5% | -13.1% |
| 30D | +3.8% | -1.1% | +4.8% | +3.9% |
| 3M | +20.2% | -0.3% | +20.5% | +20.3% |
| 6M | -4.1% | +7.4% | -11.5% | -4.9% |
| YTD | +27.3% | +13.4% | +14.0% | +25.4% |
| 1Y | +56.0% | +14.8% | +41.2% | +51.6% |
| All | +56.0% | +14.7% | +41.3% | +51.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling