-62.9%
PAL vs VOO
+12.2%
-75.1%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.1% | -3.9% |
| 7D | +7.8% | -0.9% | +8.7% | +9.3% |
| 30D | -10.7% | -2.3% | -8.4% | -7.7% |
| 3M | -37.8% | -1.2% | -36.7% | -37.2% |
| 6M | -48.6% | +3.3% | -52.0% | -52.1% |
| YTD | -67.1% | +12.3% | -79.4% | -73.8% |
| All | -62.9% | +12.2% | -75.1% | -70.3% |
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