-100.0%
PALI vs VT
+345.0%
-445.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.1% | -3.1% | -4.0% |
| 7D | -2.5% | -4.2% | +1.7% | +0.9% |
| 30D | -22.1% | -5.8% | -16.3% | -18.3% |
| 3M | -45.3% | -5.2% | -40.0% | -42.7% |
| 6M | -41.1% | +0.1% | -41.2% | -40.9% |
| YTD | -50.6% | +8.2% | -58.9% | -53.4% |
| 1Y | -31.0% | +10.1% | -41.1% | -35.6% |
| 3Y | -86.4% | +69.7% | -156.1% | -90.8% |
| 5Y | -99.9% | +53.4% | -153.3% | -100.0% |
| 10Y | -100.0% | +219.2% | -319.2% | -100.0% |
| All | -100.0% | +345.0% | -445.0% | -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 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