-100.0%
PALI price history and return analytics
+226.9%
-326.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.1% |
| 7D | -2.0% | -2.0% | 0.0% | +0.1% |
| 30D | -6.1% | -1.4% | -4.7% | -4.6% |
| 3M | +19.6% | +4.7% | +14.9% | +14.5% |
| 6M | +4.7% | +11.4% | -6.7% | -6.3% |
| YTD | -14.5% | +13.1% | -27.5% | -24.5% |
| 1Y | +272.2% | +19.0% | +253.2% | +214.7% |
| 3Y | -82.4% | +73.9% | -156.3% | -89.8% |
| 5Y | -99.9% | +65.4% | -165.3% | -99.9% |
| All | -100.0% | +226.9% | -326.9% | -100.0% |
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