-100.0%
PALI vs VOO
+325.3%
-425.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.6% | +1.7% |
| 7D | -1.4% | -0.8% | -0.7% | -0.7% |
| 30D | +5.1% | -1.1% | +6.2% | +6.3% |
| 3M | +15.7% | +3.9% | +11.8% | +12.0% |
| 6M | +3.0% | +13.6% | -10.6% | -8.0% |
| YTD | -12.3% | +12.7% | -25.0% | -21.2% |
| 1Y | +255.2% | +17.6% | +237.6% | +209.9% |
| 3Y | -81.2% | +77.3% | -158.5% | -88.7% |
| 5Y | -99.9% | +84.1% | -184.0% | -99.9% |
| All | -100.0% | +325.3% | -425.3% | -100.0% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling