+90.1%
PAUG price history and return analytics
+147.3%
-57.2%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.1% |
| 7D | -0.4% | -0.1% | -0.2% | -0.3% |
| 30D | -1.7% | -3.1% | +1.4% | -0.2% |
| 3M | -0.6% | -3.5% | +2.9% | +1.1% |
| 6M | +3.1% | +0.5% | +2.7% | +2.6% |
| YTD | +7.3% | +10.8% | -3.5% | +1.3% |
| 1Y | +8.4% | +11.9% | -3.5% | +1.9% |
| 3Y | +46.8% | +73.0% | -26.2% | +9.7% |
| 5Y | +54.2% | +58.6% | -4.4% | +19.5% |
| All | +90.1% | +147.3% | -57.2% | +11.1% |
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