-30.0%
PAL vs VOO
+19.5%
-49.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +3.8% |
| 7D | +6.3% | +0.5% | +5.7% | +5.1% |
| 30D | -28.3% | -0.9% | -27.4% | -26.8% |
| 3M | -26.5% | +3.9% | -30.4% | -31.3% |
| 6M | -19.8% | +14.5% | -34.4% | -39.1% |
| YTD | -45.4% | +13.0% | -58.4% | -56.4% |
| 1Y | -30.0% | +19.4% | -49.4% | -51.9% |
| All | -30.0% | +19.5% | -49.4% | -51.9% |
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