+53.4%
PDT vs VOO
+79.7%
-26.4%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.5% |
| 7D | -0.2% | -0.9% | +0.7% | +0.2% |
| 30D | +1.1% | -2.3% | +3.4% | +2.0% |
| 3M | -3.8% | -1.2% | -2.7% | -3.5% |
| 6M | -4.2% | +3.3% | -7.5% | -5.8% |
| YTD | +1.0% | +12.3% | -11.3% | -4.6% |
| 1Y | -0.8% | +12.5% | -13.3% | -6.4% |
| All | +53.4% | +79.7% | -26.4% | +12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling