-100.0%
PALI vs VT
+221.8%
-321.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.5% |
| 7D | -0.9% | +2.4% | -3.2% | -3.1% |
| 30D | -24.3% | -1.5% | -22.8% | -22.9% |
| 3M | -47.9% | -4.1% | -43.8% | -45.3% |
| 6M | -40.1% | +0.6% | -40.7% | -40.0% |
| YTD | -52.3% | +11.0% | -63.4% | -57.0% |
| 1Y | -40.1% | +13.3% | -53.5% | -47.0% |
| 3Y | -85.9% | +73.4% | -159.3% | -91.7% |
| 5Y | -99.9% | +57.4% | -157.4% | -100.0% |
| All | -100.0% | +221.8% | -321.8% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling