+131.1%
PALC vs VOO
+171.8%
-40.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | +2.4% | +2.6% | -0.2% | 0.0% |
| 30D | +0.1% | -2.0% | +2.1% | +1.8% |
| 3M | -8.4% | -2.8% | -5.6% | -6.2% |
| 6M | -2.8% | +2.2% | -4.9% | -4.6% |
| YTD | +3.0% | +11.5% | -8.5% | -6.6% |
| 1Y | +6.2% | +13.5% | -7.3% | -5.3% |
| 3Y | +47.3% | +78.1% | -30.8% | -13.5% |
| 5Y | +33.2% | +73.1% | -40.0% | -19.3% |
| All | +131.1% | +171.8% | -40.7% | -12.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling