-80.0%
PAL vs VT
+47.7%
-127.7%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | +20.9% | -1.6% | +22.5% | +23.8% |
| 30D | -17.1% | -2.5% | -14.6% | -14.1% |
| 3M | -56.7% | -1.3% | -55.4% | -56.0% |
| 6M | -61.2% | +3.1% | -64.3% | -63.6% |
| YTD | -69.4% | +10.9% | -80.3% | -74.6% |
| 1Y | -60.2% | +12.1% | -72.3% | -67.3% |
| All | -80.0% | +47.7% | -127.7% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling