+272.9%
PUI vs VT
+374.2%
-101.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.5% | +0.4% | +0.1% | +0.2% |
| 30D | -1.7% | +1.0% | -2.7% | -2.3% |
| 3M | -3.5% | +2.4% | -5.9% | -5.1% |
| 6M | -6.5% | +12.0% | -18.5% | -13.1% |
| YTD | +2.9% | +15.3% | -12.4% | -6.1% |
| 1Y | +4.8% | +22.6% | -17.7% | -7.8% |
| 3Y | +51.7% | +74.7% | -22.9% | +6.7% |
| 5Y | +41.2% | +66.1% | -24.9% | +1.3% |
| 10Y | +118.8% | +225.0% | -106.2% | +3.4% |
| All | +272.9% | +374.2% | -101.3% | +24.1% |
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