-48.8%
PALD price history and return analytics
+20.4%
-69.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.3% | 0.0% |
| 7D | -1.8% | -0.1% | -1.7% | -1.9% |
| 30D | +11.4% | -0.7% | +12.1% | +10.8% |
| 3M | -27.2% | +4.0% | -31.2% | -23.9% |
| 6M | -56.4% | +12.3% | -68.7% | -51.0% |
| YTD | -52.2% | +14.0% | -66.2% | -44.7% |
| 1Y | -48.8% | +20.3% | -69.1% | -35.4% |
| All | -48.8% | +20.4% | -69.3% | -35.4% |
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