-79.8%
PALI vs VT
+75.0%
-154.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +4.5% | +0.4% | +4.1% | +4.1% |
| 30D | -1.4% | +1.0% | -2.4% | -2.1% |
| 3M | +8.3% | +2.4% | +5.9% | +6.3% |
| 6M | +20.1% | +12.0% | +8.1% | +8.0% |
| YTD | -11.1% | +15.3% | -26.4% | -22.2% |
| 1Y | +231.7% | +22.6% | +209.2% | +177.8% |
| All | -79.8% | +75.0% | -154.8% | -88.9% |
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