+46.2%
PDSB vs VOO
+14.7%
+31.6%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +1.6% | -9.4% | -12.4% |
| 7D | -14.5% | -0.7% | -13.8% | -12.7% |
| 30D | +8.3% | -1.1% | +9.4% | +13.2% |
| 3M | +80.6% | -0.3% | +80.9% | +88.1% |
| 6M | +30.0% | +7.4% | +22.6% | +9.3% |
| YTD | +68.8% | +13.4% | +55.5% | +17.6% |
| 1Y | +46.2% | +14.8% | +31.4% | -1.2% |
| All | +46.2% | +14.7% | +31.6% | -1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling