+111.1%
PDX vs VOO
+221.7%
-110.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.4% |
| 7D | +0.5% | +3.3% | -2.7% | -2.5% |
| 30D | -0.9% | -2.7% | +1.8% | +1.5% |
| 3M | -4.3% | -1.7% | -2.6% | -3.0% |
| 6M | -1.5% | +3.1% | -4.6% | -4.9% |
| YTD | +15.4% | +11.9% | +3.5% | +2.2% |
| 1Y | +15.4% | +12.1% | +3.3% | +2.0% |
| 3Y | +48.8% | +78.6% | -29.8% | -19.3% |
| 5Y | +129.9% | +73.8% | +56.1% | +26.9% |
| All | +111.1% | +221.7% | -110.6% | -30.8% |
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