-99.9%
PDSB vs VOO
+386.3%
-486.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +4.3% | +0.1% | +4.2% | +4.2% |
| 30D | -69.7% | +0.1% | -69.8% | -69.5% |
| 3M | -82.0% | +2.0% | -84.0% | -82.2% |
| 6M | -68.6% | +13.0% | -81.6% | -72.4% |
| YTD | -71.4% | +13.6% | -85.0% | -75.0% |
| 1Y | -82.0% | +20.1% | -102.0% | -85.2% |
| 3Y | -96.4% | +77.6% | -173.9% | -98.1% |
| 5Y | -98.6% | +82.4% | -181.0% | -99.2% |
| 10Y | -99.9% | +316.8% | -416.7% | -100.0% |
| All | -99.9% | +386.3% | -486.2% | -100.0% |
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 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