+111.6%
PALL vs VT
+411.7%
-300.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +1.7% | +6.1% | +6.5% |
| 7D | -1.4% | -0.3% | -1.1% | -1.1% |
| 30D | -14.1% | -1.4% | -12.7% | -13.1% |
| 3M | -25.4% | -1.4% | -24.0% | -24.4% |
| 6M | -32.0% | +5.5% | -37.5% | -34.3% |
| YTD | -37.2% | +12.8% | -50.0% | -41.7% |
| 1Y | -28.1% | +15.4% | -43.5% | -34.4% |
| 3Y | -11.5% | +76.9% | -88.4% | -41.1% |
| 5Y | -51.0% | +60.4% | -111.4% | -65.5% |
| 10Y | +52.3% | +232.8% | -180.5% | -39.2% |
| All | +111.6% | +411.7% | -300.1% | -41.3% |
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