+33.0%
PULS vs VT
+143.8%
-110.8%
-5.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +0.1% |
| 7D | +0.1% | -4.2% | +4.3% | +0.2% |
| 30D | +0.4% | -5.8% | +6.2% | +0.5% |
| 3M | +0.9% | -5.2% | +6.2% | +1.0% |
| 6M | +2.0% | +0.1% | +1.9% | +2.0% |
| YTD | +3.4% | +8.2% | -4.9% | +3.2% |
| 1Y | +4.1% | +10.1% | -6.0% | +4.0% |
| 3Y | +16.6% | +69.7% | -53.1% | +15.5% |
| 5Y | +24.2% | +53.4% | -29.2% | +23.3% |
| All | +33.0% | +143.8% | -110.8% | +30.0% |
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