-65.3%
PAL vs VT
+53.6%
-118.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -0.2% | +0.4% | -0.6% | -1.0% |
| 30D | -27.3% | +1.0% | -28.2% | -28.3% |
| 3M | -21.0% | +2.4% | -23.4% | -24.0% |
| 6M | -31.6% | +12.0% | -43.6% | -43.8% |
| YTD | -46.9% | +15.3% | -62.2% | -58.3% |
| 1Y | -31.7% | +22.6% | -54.3% | -51.4% |
| All | -65.3% | +53.6% | -118.9% | -80.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling