+109.6%
PALU vs VT
+34.8%
+74.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -1.6% |
| 7D | -14.4% | -0.1% | -14.2% | -12.6% |
| 30D | -42.1% | -3.1% | -39.1% | -36.5% |
| 3M | -36.9% | -3.5% | -33.4% | -30.5% |
| 6M | +97.4% | +0.5% | +97.0% | +102.0% |
| YTD | +125.4% | +10.8% | +114.6% | +81.6% |
| 1Y | +57.9% | +11.9% | +46.0% | +24.4% |
| All | +109.6% | +34.8% | +74.7% | +5.9% |
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