+5.0%
PUK price history and return analytics
+229.8%
-224.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -1.0% |
| 7D | -3.2% | -1.1% | -2.1% | -1.6% |
| 30D | -2.3% | -1.0% | -1.3% | -0.9% |
| 3M | +3.1% | +3.2% | 0.0% | -1.7% |
| 6M | -8.7% | +12.5% | -21.2% | -23.5% |
| YTD | -12.6% | +14.1% | -26.6% | -28.1% |
| 1Y | -2.9% | +18.9% | -21.9% | -25.2% |
| 3Y | +24.9% | +74.1% | -49.2% | -46.1% |
| 5Y | -28.2% | +66.9% | -95.1% | -66.0% |
| All | +5.0% | +229.8% | -224.8% | -81.2% |
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