-56.5%
PALD vs VOO
+36.5%
-93.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.1% |
| 7D | -1.8% | -0.4% | -1.4% | -2.2% |
| 30D | +11.4% | -1.4% | +12.8% | +9.8% |
| 3M | -27.3% | +3.7% | -31.0% | -23.3% |
| 6M | -56.4% | +13.0% | -69.4% | -49.0% |
| YTD | -52.2% | +12.4% | -64.6% | -44.3% |
| 1Y | -48.8% | +18.6% | -67.4% | -36.2% |
| All | -56.5% | +36.5% | -93.0% | -34.0% |
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 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