-42.0%
PALL price history and return analytics
+66.2%
-108.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.1% |
| 7D | +3.2% | +1.0% | +2.2% | +2.4% |
| 30D | -2.5% | -0.2% | -2.2% | -2.2% |
| 3M | +10.8% | +4.5% | +6.2% | +7.3% |
| 6M | -17.3% | +14.1% | -31.4% | -24.5% |
| YTD | -16.0% | +14.8% | -30.7% | -23.3% |
| 1Y | +17.5% | +21.2% | -3.7% | +3.6% |
| 3Y | +10.9% | +76.6% | -65.7% | -23.9% |
| 5Y | -42.0% | +66.6% | -108.6% | -60.0% |
| All | -42.0% | +66.2% | -108.2% | -60.0% |
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 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