-18.4%
PDS vs VOO
+800.4%
-818.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.9% |
| 7D | +4.4% | +2.6% | +1.8% | +0.6% |
| 30D | +12.7% | -2.0% | +14.7% | +15.5% |
| 3M | +15.7% | -2.8% | +18.4% | +19.6% |
| 6M | +3.1% | +2.2% | +0.9% | -1.6% |
| YTD | +33.3% | +11.5% | +21.8% | +10.2% |
| 1Y | +68.4% | +13.5% | +54.9% | +35.5% |
| 3Y | +62.2% | +78.1% | -15.9% | -34.4% |
| 5Y | +142.3% | +73.1% | +69.2% | -0.2% |
| 10Y | +13.0% | +310.7% | -297.7% | -88.2% |
| All | -18.4% | +800.4% | -818.8% | -97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling