+89.1%
PALL price history and return analytics
+222.7%
-133.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | 0.0% | -0.1% | +0.1% | +0.1% |
| 30D | -2.2% | -0.7% | -1.5% | -1.6% |
| 3M | +10.2% | +4.0% | +6.2% | +7.4% |
| 6M | -19.8% | +12.3% | -32.1% | -25.6% |
| YTD | -15.5% | +14.0% | -29.5% | -22.1% |
| 1Y | +18.3% | +20.3% | -2.1% | +5.2% |
| 3Y | +11.5% | +75.4% | -63.9% | -23.6% |
| 5Y | -39.6% | +66.0% | -105.6% | -57.5% |
| 10Y | +89.1% | +228.2% | -139.0% | -17.3% |
| All | +89.1% | +222.7% | -133.5% | -17.3% |
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