-99.9%
PALI price history and return analytics
+66.2%
-166.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.5% | +5.8% | +5.9% |
| 7D | +12.2% | +1.0% | +11.2% | +10.7% |
| 30D | +4.3% | -0.2% | +4.5% | +4.8% |
| 3M | +26.4% | +4.5% | +21.9% | +19.1% |
| 6M | +35.0% | +14.1% | +20.9% | +11.8% |
| YTD | -6.4% | +14.8% | -21.1% | -23.2% |
| 1Y | +286.0% | +21.2% | +264.8% | +196.9% |
| 3Y | -80.7% | +76.6% | -157.3% | -91.7% |
| 5Y | -99.9% | +66.6% | -166.5% | -99.9% |
| All | -99.9% | +66.2% | -166.1% | -99.9% |
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