+35.8%
PALL price history and return analytics
+221.8%
-186.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -2.3% | +2.4% | -4.7% | -4.0% |
| 30D | -8.6% | -1.5% | -7.1% | -7.6% |
| 3M | -24.0% | -4.1% | -19.8% | -21.5% |
| 6M | -33.7% | +0.6% | -34.3% | -33.7% |
| YTD | -37.6% | +11.0% | -48.7% | -41.4% |
| 1Y | -30.3% | +13.3% | -43.6% | -35.4% |
| 3Y | -0.4% | +73.4% | -73.8% | -31.0% |
| 5Y | -54.0% | +57.4% | -111.4% | -66.4% |
| All | +35.8% | +221.8% | -186.0% | -36.2% |
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