+169.3%
PDS vs VOO
+81.6%
+87.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | -4.3% | -0.4% | -3.9% | -4.0% |
| 30D | +10.5% | -1.4% | +11.9% | +12.0% |
| 3M | -4.2% | +3.7% | -7.9% | -8.1% |
| 6M | -1.5% | +13.0% | -14.6% | -14.3% |
| YTD | +25.1% | +12.4% | +12.7% | +9.5% |
| 1Y | +58.7% | +18.6% | +40.1% | +31.1% |
| 3Y | +28.1% | +78.1% | -49.9% | -30.5% |
| 5Y | +169.3% | +82.3% | +87.0% | +41.5% |
| All | +169.3% | +81.6% | +87.7% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling