-79.3%
PAL vs VOO
+50.9%
-130.2%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.1% | -2.9% |
| 7D | +12.1% | +3.3% | +8.8% | +6.9% |
| 30D | -12.8% | -2.7% | -10.1% | -9.3% |
| 3M | -42.6% | -1.7% | -40.8% | -41.4% |
| 6M | -47.3% | +3.1% | -50.4% | -50.2% |
| YTD | -68.3% | +11.9% | -80.2% | -73.6% |
| 1Y | -64.2% | +12.1% | -76.3% | -70.2% |
| All | -79.3% | +50.9% | -130.2% | -87.1% |
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