-99.9%
PALI vs VT
+53.4%
-153.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.9% |
| 7D | -2.6% | -2.3% | -0.3% | +0.7% |
| 30D | -23.6% | -5.0% | -18.7% | -18.0% |
| 3M | -45.9% | -4.9% | -41.1% | -41.7% |
| 6M | -43.5% | -1.5% | -42.0% | -42.0% |
| YTD | -51.9% | +8.5% | -60.4% | -57.2% |
| 1Y | -31.9% | +11.4% | -43.3% | -41.4% |
| 3Y | -86.3% | +70.1% | -156.4% | -93.8% |
| All | -99.9% | +53.4% | -153.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling