+55.6%
PFD vs VOO
+314.4%
-258.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.2% |
| 7D | -1.6% | -0.9% | -0.7% | -1.2% |
| 30D | -0.2% | -2.3% | +2.2% | +1.0% |
| 3M | -6.0% | -1.2% | -4.9% | -5.6% |
| 6M | -6.0% | +3.3% | -9.3% | -8.0% |
| YTD | -6.4% | +12.3% | -18.7% | -12.7% |
| 1Y | -5.4% | +12.5% | -17.9% | -11.9% |
| 3Y | +33.1% | +79.2% | -46.1% | -7.0% |
| 5Y | -12.8% | +75.7% | -88.5% | -39.0% |
| 10Y | +55.6% | +313.7% | -258.1% | -31.2% |
| All | +55.6% | +314.4% | -258.8% | -31.2% |
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