-100.0%
PALI price history and return analytics
+360.7%
-460.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +2.7% |
| 7D | -6.4% | -0.7% | -5.7% | -5.7% |
| 30D | -26.4% | -1.7% | -24.7% | -25.2% |
| 3M | -45.3% | -2.3% | -43.0% | -44.0% |
| 6M | -39.7% | +1.5% | -41.2% | -40.0% |
| YTD | -50.2% | +12.0% | -62.3% | -54.2% |
| 1Y | -35.7% | +12.9% | -48.6% | -41.1% |
| 3Y | -85.3% | +74.9% | -160.2% | -90.3% |
| 5Y | -99.9% | +59.9% | -159.9% | -100.0% |
| 10Y | -100.0% | +224.6% | -324.6% | -100.0% |
| All | -100.0% | +360.7% | -460.7% | -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 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