-40.1%
PALI vs VT
+11.9%
-52.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.4% |
| 7D | -0.9% | +2.4% | -3.2% | -3.3% |
| 30D | -24.3% | -1.5% | -22.8% | -22.8% |
| 3M | -47.9% | -4.1% | -43.8% | -45.5% |
| 6M | -40.1% | +0.6% | -40.7% | -39.5% |
| YTD | -52.3% | +11.0% | -63.4% | -54.4% |
| 1Y | -40.1% | +13.3% | -53.5% | -44.4% |
| All | -40.1% | +11.9% | -52.0% | -44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling