+87.3%
PALU vs VT
+13.3%
+74.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.2% |
| 7D | -24.4% | -1.6% | -22.8% | -22.0% |
| 30D | -27.5% | -2.5% | -25.0% | -23.5% |
| 3M | -10.0% | -1.3% | -8.7% | -7.6% |
| 6M | +200.8% | +3.1% | +197.7% | +191.6% |
| YTD | +163.2% | +10.9% | +152.2% | +117.3% |
| All | +87.3% | +13.3% | +74.1% | +44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling