+115.0%
PALL price history and return analytics
+392.0%
-277.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.8% | -1.7% |
| 7D | +4.4% | -2.3% | +6.7% | +6.1% |
| 30D | -8.6% | -5.0% | -3.6% | -5.1% |
| 3M | -25.4% | -4.9% | -20.6% | -22.5% |
| 6M | -33.6% | -1.5% | -32.1% | -32.5% |
| YTD | -36.2% | +8.5% | -44.7% | -39.1% |
| 1Y | -26.0% | +11.4% | -37.4% | -30.7% |
| 3Y | -9.4% | +70.1% | -79.4% | -38.0% |
| 5Y | -51.0% | +53.7% | -104.7% | -64.4% |
| 10Y | +54.7% | +220.0% | -165.3% | -36.5% |
| All | +115.0% | +392.0% | -277.1% | -38.7% |
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