-43.1%
PUBM price history and return analytics
+65.1%
-108.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | +0.4% |
| 7D | -6.9% | -0.1% | -6.8% | -6.7% |
| 30D | -8.9% | -0.7% | -8.2% | -7.9% |
| 3M | +40.6% | +4.0% | +36.6% | +31.0% |
| 6M | +83.9% | +12.3% | +71.6% | +48.2% |
| YTD | +82.4% | +14.0% | +68.4% | +42.5% |
| 1Y | +90.4% | +20.3% | +70.1% | +35.8% |
| 3Y | +25.1% | +75.4% | -50.3% | -56.5% |
| All | -43.1% | +65.1% | -108.1% | -75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling