+142.5%
PALL vs VOO
+817.1%
-674.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.6% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | +2.0% | +0.1% | +1.9% | +2.0% |
| 3M | +6.0% | +2.0% | +4.0% | +5.0% |
| 6M | -16.5% | +13.0% | -29.6% | -22.1% |
| YTD | -13.0% | +13.6% | -26.5% | -18.8% |
| 1Y | +23.4% | +20.1% | +3.3% | +11.4% |
| 3Y | +12.4% | +77.6% | -65.2% | -20.4% |
| 5Y | -44.2% | +82.4% | -126.6% | -61.7% |
| 10Y | +95.1% | +316.8% | -221.7% | -24.0% |
| All | +142.5% | +817.1% | -674.6% | -53.6% |
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