-21.7%
PDS vs VOO
+795.4%
-817.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | +0.1% |
| 7D | -4.7% | -0.6% | -4.1% | -4.3% |
| 30D | +9.3% | -3.6% | +13.0% | +14.8% |
| 3M | +13.0% | -2.7% | +15.7% | +16.7% |
| 6M | +4.8% | +2.2% | +2.5% | -0.2% |
| YTD | +27.9% | +10.9% | +17.1% | +6.6% |
| 1Y | +56.4% | +11.3% | +45.1% | +29.5% |
| 3Y | +54.6% | +76.9% | -22.3% | -36.9% |
| 5Y | +125.3% | +73.5% | +51.8% | -7.7% |
| 10Y | +2.2% | +307.7% | -305.5% | -89.2% |
| All | -21.7% | +795.4% | -817.1% | -97.8% |
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