+130.2%
PUI vs VT
+222.7%
-92.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +1.9% | +2.9% | -1.0% | 0.0% |
| 30D | +2.8% | -2.5% | +5.3% | +4.3% |
| 3M | -2.9% | -3.3% | +0.4% | -0.9% |
| 6M | -5.3% | +1.5% | -6.8% | -6.7% |
| YTD | +3.1% | +11.4% | -8.3% | -4.7% |
| 1Y | -1.8% | +11.9% | -13.8% | -9.6% |
| 3Y | +56.2% | +73.9% | -17.6% | +5.6% |
| 5Y | +44.9% | +57.9% | -13.0% | +3.7% |
| All | +130.2% | +222.7% | -92.5% | -6.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling