+42.6%
PUI price history and return analytics
+65.7%
-23.1%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.6% |
| 7D | -1.3% | -1.1% | -0.2% | -0.7% |
| 30D | -4.4% | -1.0% | -3.4% | -3.9% |
| 3M | -4.2% | +3.2% | -7.3% | -5.9% |
| 6M | -5.8% | +12.5% | -18.3% | -12.0% |
| YTD | +1.5% | +14.1% | -12.5% | -5.9% |
| 1Y | +1.3% | +18.9% | -17.6% | -8.3% |
| 3Y | +48.7% | +74.1% | -25.4% | +7.6% |
| All | +42.6% | +65.7% | -23.1% | +1.0% |
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