-44.0%
PUBM vs VT
+97.8%
-141.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -1.9% | +0.4% | -2.3% | -2.7% |
| 30D | +22.1% | +1.0% | +21.2% | +20.4% |
| 3M | +38.9% | +2.4% | +36.5% | +32.7% |
| 6M | +89.0% | +12.0% | +77.0% | +52.1% |
| YTD | +86.0% | +15.3% | +70.7% | +41.5% |
| 1Y | +98.6% | +22.6% | +76.0% | +35.7% |
| 3Y | +16.0% | +74.7% | -58.7% | -60.2% |
| 5Y | -42.6% | +66.1% | -108.8% | -75.2% |
| All | -44.0% | +97.8% | -141.7% | -81.4% |
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