+54.6%
PDS vs VOO
+78.8%
-24.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | -4.7% | -0.6% | -4.1% | -4.4% |
| 30D | +9.3% | -3.6% | +13.0% | +13.0% |
| 3M | +13.0% | -2.7% | +15.7% | +15.6% |
| 6M | +4.8% | +2.2% | +2.5% | +1.4% |
| YTD | +27.9% | +10.9% | +17.1% | +12.4% |
| 1Y | +56.4% | +11.3% | +45.1% | +36.7% |
| 3Y | +54.6% | +76.9% | -22.3% | -27.0% |
| All | +54.6% | +78.8% | -24.2% | -27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling