+164.1%
PFD vs VOO
+777.9%
-613.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.7% |
| 7D | +0.7% | -2.7% | +3.4% | +2.0% |
| 30D | +1.7% | -5.4% | +7.1% | +4.5% |
| 3M | -4.7% | -4.1% | -0.7% | -2.8% |
| 6M | -4.7% | +0.7% | -5.4% | -5.3% |
| YTD | -5.2% | +8.7% | -14.0% | -9.6% |
| 1Y | -3.6% | +11.0% | -14.6% | -9.0% |
| 3Y | +39.5% | +75.5% | -36.0% | +2.4% |
| 5Y | -10.6% | +68.4% | -78.9% | -33.7% |
| 10Y | +53.1% | +315.7% | -262.6% | -28.7% |
| All | +164.1% | +777.9% | -613.7% | -11.9% |
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