-44.0%
PUBM price history and return analytics
+95.6%
-139.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | 0.0% |
| 7D | -0.1% | -1.1% | +1.0% | +1.9% |
| 30D | -4.0% | -1.0% | -3.0% | -2.4% |
| 3M | +46.3% | +3.2% | +43.2% | +38.2% |
| 6M | +95.8% | +12.5% | +83.4% | +56.4% |
| YTD | +85.9% | +14.1% | +71.8% | +44.2% |
| 1Y | +93.5% | +18.9% | +74.6% | +39.7% |
| 3Y | +26.4% | +74.1% | -47.7% | -56.4% |
| 5Y | -42.0% | +66.9% | -108.8% | -75.3% |
| All | -44.0% | +95.6% | -139.6% | -81.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling