-60.1%
PALD vs VT
+37.3%
-97.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +2.3% |
| 7D | +12.8% | -0.3% | +13.1% | +12.5% |
| 30D | +14.0% | -1.4% | +15.5% | +12.5% |
| 3M | -2.8% | -1.4% | -1.4% | -4.1% |
| 6M | -54.2% | +5.5% | -59.7% | -50.9% |
| YTD | -56.1% | +12.8% | -68.9% | -48.8% |
| 1Y | -49.1% | +15.4% | -64.5% | -38.7% |
| All | -60.1% | +37.3% | -97.4% | -37.9% |
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