+133.6%
PALU vs VOO
+36.8%
+96.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.8% | -5.4% | -6.7% |
| 7D | -1.5% | -0.8% | -0.8% | +0.2% |
| 30D | -30.3% | -1.1% | -29.2% | -28.3% |
| 3M | +26.4% | +3.9% | +22.5% | +17.1% |
| 6M | +230.1% | +13.6% | +216.4% | +151.6% |
| YTD | +151.2% | +12.7% | +138.5% | +95.2% |
| 1Y | +104.3% | +17.6% | +86.8% | +45.1% |
| All | +133.6% | +36.8% | +96.8% | +19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling