+297.5%
PDT vs VOO
+817.1%
-519.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -1.3% | +0.1% | -1.3% | -1.3% |
| 3M | -0.6% | +2.0% | -2.6% | -2.2% |
| 6M | -4.1% | +13.0% | -17.1% | -12.3% |
| YTD | +3.3% | +13.6% | -10.3% | -6.0% |
| 1Y | +0.8% | +20.1% | -19.3% | -11.9% |
| 3Y | +57.5% | +77.6% | -20.0% | +2.3% |
| 5Y | +9.8% | +82.4% | -72.6% | -30.9% |
| 10Y | +67.4% | +316.8% | -249.4% | -36.9% |
| All | +297.5% | +817.1% | -519.6% | +8.8% |
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