+71.5%
PDT vs VOO
+315.3%
-243.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | -1.5% | -0.4% | -1.2% | -1.2% |
| 30D | -2.5% | -1.4% | -1.2% | -1.4% |
| 3M | -1.7% | +3.7% | -5.4% | -4.8% |
| 6M | -2.6% | +13.0% | -15.6% | -12.4% |
| YTD | +2.4% | +12.4% | -10.0% | -7.7% |
| 1Y | -0.6% | +18.6% | -19.2% | -14.5% |
| 3Y | +57.6% | +78.1% | -20.4% | -7.1% |
| 5Y | +6.9% | +82.3% | -75.4% | -39.5% |
| 10Y | +71.5% | +322.5% | -251.0% | -54.5% |
| All | +71.5% | +315.3% | -243.8% | -54.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling