-77.1%
PAL vs VOO
+50.0%
-127.1%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.3% | +9.6% | +8.2% |
| 7D | +14.2% | +0.1% | +14.1% | +14.4% |
| 30D | -5.6% | -3.3% | -2.3% | -0.7% |
| 3M | -54.0% | -2.4% | -51.6% | -52.3% |
| 6M | -43.2% | +2.6% | -45.8% | -45.8% |
| YTD | -64.9% | +11.3% | -76.2% | -70.6% |
| 1Y | -48.8% | +13.4% | -62.2% | -58.2% |
| All | -77.1% | +50.0% | -127.1% | -85.6% |
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 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