+149.0%
PALC price history and return analytics
+146.2%
+2.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | -0.7% | +0.4% | -1.1% | -1.1% |
| 30D | 0.0% | +1.0% | -1.0% | -0.9% |
| 3M | -0.8% | +2.4% | -3.2% | -2.8% |
| 6M | +5.2% | +12.0% | -6.8% | -5.3% |
| YTD | +11.0% | +15.3% | -4.3% | -2.8% |
| 1Y | +15.1% | +22.6% | -7.4% | -4.9% |
| 3Y | +52.5% | +74.7% | -22.2% | -10.4% |
| 5Y | +50.3% | +66.1% | -15.8% | -6.9% |
| All | +149.0% | +146.2% | +2.8% | +2.2% |
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 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