+162.4%
PUK vs VOO
+812.0%
-649.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | +1.3% | +0.5% | +0.7% | +0.6% |
| 30D | -3.0% | -0.9% | -2.1% | -1.8% |
| 3M | +7.2% | +3.9% | +3.3% | +1.6% |
| 6M | -3.8% | +14.5% | -18.4% | -20.2% |
| YTD | -10.7% | +13.0% | -23.7% | -24.3% |
| 1Y | +3.8% | +19.4% | -15.6% | -18.7% |
| 3Y | +27.5% | +78.9% | -51.4% | -44.3% |
| 5Y | -29.4% | +82.3% | -111.7% | -69.9% |
| 10Y | +6.8% | +314.2% | -307.4% | -86.5% |
| All | +162.4% | +812.0% | -649.6% | -90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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