+10.9%
PALL vs VOO
+79.1%
-68.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.1% |
| 7D | +3.2% | +0.5% | +2.6% | +2.8% |
| 30D | -2.5% | -0.9% | -1.5% | -1.8% |
| 3M | +10.8% | +3.9% | +6.9% | +8.1% |
| 6M | -17.3% | +14.5% | -31.8% | -23.7% |
| YTD | -16.0% | +13.0% | -28.9% | -21.8% |
| 1Y | +17.5% | +19.4% | -2.0% | +6.6% |
| 3Y | +10.9% | +78.9% | -68.0% | -19.9% |
| All | +10.9% | +79.1% | -68.2% | -19.9% |
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 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