+265.6%
PUI vs VT
+346.0%
-80.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -1.9% | -2.3% | +0.4% | -0.6% |
| 30D | +2.3% | -5.0% | +7.2% | +5.3% |
| 3M | -3.6% | -4.9% | +1.3% | -0.8% |
| 6M | -8.7% | -1.5% | -7.2% | -8.2% |
| YTD | +0.9% | +8.5% | -7.6% | -4.6% |
| 1Y | -4.0% | +11.4% | -15.3% | -10.6% |
| 3Y | +49.2% | +70.1% | -20.9% | +6.4% |
| 5Y | +41.7% | +53.7% | -12.0% | +6.4% |
| 10Y | +122.0% | +220.0% | -98.0% | +5.8% |
| All | +265.6% | +346.0% | -80.4% | +26.1% |
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