-79.5%
PAL vs VOO
+46.6%
-126.1%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.3% | +10.3% | +10.2% |
| 7D | +15.5% | -2.7% | +18.2% | +20.5% |
| 30D | -11.7% | -5.4% | -6.3% | -4.2% |
| 3M | -57.3% | -4.1% | -53.3% | -54.8% |
| 6M | -58.7% | +0.7% | -59.5% | -59.8% |
| YTD | -68.7% | +8.7% | -77.4% | -72.8% |
| 1Y | -56.7% | +11.0% | -67.6% | -63.5% |
| All | -79.5% | +46.6% | -126.1% | -86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling