-72.8%
PUSA vs VT
+11.9%
-84.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +5.3% |
| 7D | -3.5% | +2.9% | -6.4% | -6.9% |
| 30D | -38.8% | -2.5% | -36.3% | -36.5% |
| 3M | -60.7% | -3.3% | -57.4% | -58.9% |
| 6M | -66.7% | +1.5% | -68.3% | -66.3% |
| YTD | -55.9% | +11.4% | -67.2% | -61.0% |
| 1Y | -72.8% | +11.9% | -84.7% | -76.2% |
| All | -72.8% | +11.9% | -84.7% | -76.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling