-4.8%
PFD vs VOO
+12.0%
-16.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | -0.3% | -0.6% | +0.3% | -0.2% |
| 30D | 0.0% | -3.6% | +3.7% | +1.0% |
| 3M | -5.2% | -2.7% | -2.5% | -4.5% |
| 6M | -5.6% | +2.2% | -7.9% | -6.3% |
| YTD | -5.9% | +10.9% | -16.8% | -9.5% |
| 1Y | -4.8% | +11.3% | -16.2% | -8.6% |
| All | -4.8% | +12.0% | -16.8% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling