+90.4%
PUBM vs VT
+20.4%
+69.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | 0.0% |
| 7D | -6.9% | -0.1% | -6.8% | -6.8% |
| 30D | -8.9% | -0.7% | -8.2% | -8.3% |
| 3M | +40.6% | +4.0% | +36.6% | +35.3% |
| 6M | +83.9% | +12.3% | +71.6% | +63.1% |
| YTD | +82.4% | +14.0% | +68.4% | +53.8% |
| 1Y | +90.4% | +20.3% | +70.1% | +43.2% |
| All | +90.4% | +20.4% | +69.9% | +43.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling