-66.2%
PAL vs VOO
+50.7%
-116.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | 0.0% |
| 7D | -0.2% | -2.0% | +1.8% | +3.2% |
| 30D | -2.2% | -1.7% | -0.5% | +0.7% |
| 3M | -37.8% | +4.7% | -42.5% | -42.1% |
| 6M | -22.0% | +12.6% | -34.6% | -35.9% |
| YTD | -48.2% | +11.8% | -60.0% | -56.5% |
| 1Y | -33.0% | +17.5% | -50.6% | -47.8% |
| All | -66.2% | +50.7% | -116.8% | -78.7% |
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