+51.6%
PFD vs VOO
+309.9%
-258.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.7% |
| 7D | +0.7% | -2.7% | +3.4% | +2.1% |
| 30D | +1.7% | -5.4% | +7.1% | +4.8% |
| 3M | -4.7% | -4.1% | -0.7% | -2.6% |
| 6M | -4.7% | +0.7% | -5.4% | -5.3% |
| YTD | -5.2% | +8.7% | -14.0% | -10.0% |
| 1Y | -3.6% | +11.0% | -14.6% | -9.6% |
| 3Y | +39.5% | +75.5% | -36.0% | -1.4% |
| 5Y | -10.6% | +68.4% | -78.9% | -35.9% |
| All | +51.6% | +309.9% | -258.4% | -35.2% |
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