-42.4%
PUBM vs VT
+89.9%
-132.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.5% | -10.4% | -10.1% |
| 7D | +5.0% | -0.1% | +5.1% | +4.8% |
| 30D | -9.0% | -3.1% | -6.0% | -4.0% |
| 3M | -4.5% | -3.5% | -1.0% | +1.3% |
| 6M | +57.9% | +0.5% | +57.4% | +55.2% |
| YTD | +91.1% | +10.8% | +80.4% | +55.7% |
| 1Y | +121.6% | +11.9% | +109.7% | +77.4% |
| 3Y | +13.4% | +73.0% | -59.6% | -60.8% |
| 5Y | -51.6% | +58.6% | -110.2% | -77.2% |
| All | -42.4% | +89.9% | -132.4% | -79.6% |
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