+9.6%
PDS vs VOO
+309.6%
-300.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.8% |
| 7D | +4.4% | +2.6% | +1.8% | +1.0% |
| 30D | +12.7% | -2.0% | +14.7% | +15.2% |
| 3M | +15.7% | -2.8% | +18.4% | +19.2% |
| 6M | +3.1% | +2.2% | +0.9% | -1.0% |
| YTD | +33.3% | +11.5% | +21.8% | +12.7% |
| 1Y | +68.4% | +13.5% | +54.9% | +38.9% |
| 3Y | +62.2% | +78.1% | -15.9% | -27.5% |
| 5Y | +142.3% | +73.1% | +69.2% | +11.4% |
| All | +9.6% | +309.6% | -300.0% | -85.3% |
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