-5.4%
PUSA vs VT
+36.2%
-41.6%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | -6.4% | +1.0% | -7.4% | -7.4% |
| 30D | +6.4% | -0.2% | +6.6% | +6.5% |
| 3M | -27.8% | +4.5% | -32.3% | -30.8% |
| 6M | -24.8% | +14.1% | -38.9% | -33.0% |
| YTD | +16.5% | +14.8% | +1.7% | +2.5% |
| 1Y | -11.8% | +21.2% | -33.0% | -25.4% |
| All | -5.4% | +36.2% | -41.6% | +48.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling