-56.4%
PALD vs VOO
+37.8%
-94.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.6% |
| 7D | +10.3% | +0.1% | +10.2% | +10.4% |
| 30D | +5.2% | +0.1% | +5.2% | +5.5% |
| 3M | -21.8% | +2.0% | -23.8% | -19.0% |
| 6M | -57.9% | +13.0% | -70.9% | -50.7% |
| YTD | -52.0% | +13.6% | -65.6% | -43.4% |
| 1Y | -49.9% | +20.1% | -70.0% | -36.6% |
| All | -56.4% | +37.8% | -94.2% | -32.9% |
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 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