+11.9%
PDS vs VOO
+325.3%
-313.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.5% |
| 7D | -0.2% | -0.8% | +0.6% | +0.8% |
| 30D | +7.1% | -1.1% | +8.2% | +8.6% |
| 3M | -6.9% | +3.9% | -10.8% | -12.0% |
| 6M | -3.9% | +13.6% | -17.5% | -20.3% |
| YTD | +24.9% | +12.7% | +12.2% | +4.6% |
| 1Y | +57.8% | +17.6% | +40.2% | +24.8% |
| 3Y | +30.0% | +77.3% | -47.3% | -41.5% |
| 5Y | +169.7% | +84.1% | +85.6% | +13.2% |
| All | +11.9% | +325.3% | -313.4% | -85.9% |
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