-56.1%
PALD vs VT
+31.7%
-87.8%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.1% | +14.0% | +5.3% |
| 7D | +19.9% | -4.2% | +24.1% | +14.8% |
| 30D | +29.8% | -5.8% | +35.6% | +22.2% |
| 3M | +5.9% | -5.2% | +11.1% | +0.2% |
| 6M | -49.8% | +0.1% | -50.0% | -49.0% |
| YTD | -51.7% | +8.2% | -59.9% | -46.1% |
| 1Y | -44.4% | +10.1% | -54.5% | -36.3% |
| All | -56.1% | +31.7% | -87.8% | -34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling