-33.2%
PUK vs VT
+53.4%
-86.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -2.1% |
| 7D | +0.2% | -2.3% | +2.6% | +3.6% |
| 30D | +5.2% | -5.0% | +10.1% | +12.7% |
| 3M | -10.6% | -4.9% | -5.7% | -4.3% |
| 6M | -23.0% | -1.5% | -21.4% | -21.7% |
| YTD | -18.8% | +8.5% | -27.3% | -27.7% |
| 1Y | -11.6% | +11.4% | -23.0% | -24.2% |
| 3Y | +18.7% | +70.1% | -51.4% | -45.4% |
| All | -33.2% | +53.4% | -86.6% | -63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling