-10.8%
PALL vs VT
+76.6%
-87.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +1.7% | +6.1% | +6.1% |
| 7D | -1.4% | -0.3% | -1.1% | -1.0% |
| 30D | -14.1% | -1.4% | -12.7% | -12.7% |
| 3M | -25.4% | -1.4% | -24.0% | -24.1% |
| 6M | -32.0% | +5.5% | -37.5% | -34.8% |
| YTD | -37.2% | +12.8% | -50.0% | -42.5% |
| 1Y | -28.1% | +15.4% | -43.5% | -35.2% |
| All | -10.8% | +76.6% | -87.3% | -51.6% |
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