+144.8%
PALU vs VOO
+35.6%
+109.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +3.3% |
| 7D | +3.9% | -2.0% | +5.8% | +9.0% |
| 30D | -25.4% | -1.7% | -23.8% | -22.0% |
| 3M | +49.3% | +4.7% | +44.6% | +36.5% |
| 6M | +243.5% | +12.6% | +231.0% | +168.5% |
| YTD | +163.3% | +11.8% | +151.5% | +109.2% |
| 1Y | +116.6% | +17.5% | +99.1% | +54.3% |
| All | +144.8% | +35.6% | +109.2% | +28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling