+51.6%
PFD vs VOO
+317.9%
-266.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | -0.3% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +1.8% | -3.3% | +5.1% | +3.6% |
| 3M | -4.2% | -2.4% | -1.8% | -3.1% |
| 6M | -3.9% | +2.6% | -6.5% | -5.6% |
| YTD | -4.2% | +11.3% | -15.5% | -10.2% |
| 1Y | -2.4% | +13.4% | -15.9% | -9.6% |
| 3Y | +36.1% | +80.3% | -44.1% | -5.3% |
| 5Y | -11.0% | +72.7% | -83.7% | -37.1% |
| 10Y | +51.6% | +310.0% | -258.4% | -33.8% |
| All | +51.6% | +317.9% | -266.3% | -33.8% |
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 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