+142.4%
PALU vs VOO
+37.1%
+105.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.7% | +3.6% |
| 7D | -14.6% | +0.5% | -15.1% | -16.0% |
| 30D | -18.5% | -0.9% | -17.6% | -16.3% |
| 3M | +43.7% | +3.9% | +39.8% | +33.6% |
| 6M | +241.1% | +14.5% | +226.6% | +155.5% |
| YTD | +160.7% | +13.0% | +147.7% | +101.8% |
| 1Y | +114.1% | +19.4% | +94.6% | +46.7% |
| All | +142.4% | +37.1% | +105.3% | +23.5% |
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 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