+85.5%
PALU vs VOO
+14.7%
+70.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -5.0% |
| 7D | -22.7% | -0.7% | -22.0% | -21.1% |
| 30D | -29.3% | -1.1% | -28.2% | -26.6% |
| 3M | -19.8% | -0.3% | -19.5% | -18.4% |
| 6M | +186.2% | +7.4% | +178.8% | +150.8% |
| YTD | +160.6% | +13.4% | +147.2% | +103.7% |
| 1Y | +85.5% | +14.8% | +70.7% | +39.4% |
| All | +85.5% | +14.7% | +70.8% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling