-57.4%
PALD price history and return analytics
+35.5%
-93.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +2.8% |
| 7D | -3.0% | +2.9% | -5.9% | +0.4% |
| 30D | +19.4% | -2.5% | +21.9% | +17.0% |
| 3M | +9.7% | -3.3% | +13.0% | +6.5% |
| 6M | -42.5% | +1.5% | -44.1% | -40.5% |
| YTD | -53.2% | +11.4% | -64.5% | -45.9% |
| 1Y | -46.8% | +11.9% | -58.7% | -37.9% |
| All | -57.4% | +35.5% | -93.0% | -34.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling