-47.6%
PAL vs VOO
+12.4%
-60.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.3% | +9.6% | +8.2% |
| 7D | +14.2% | +0.1% | +14.1% | +14.2% |
| 30D | -5.6% | -3.3% | -2.3% | -0.8% |
| 3M | -54.0% | -2.4% | -51.6% | -52.3% |
| 6M | -43.2% | +2.6% | -45.8% | -46.4% |
| YTD | -64.9% | +11.3% | -76.2% | -71.5% |
| All | -47.6% | +12.4% | -60.0% | -57.3% |
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