+23.4%
PUK price history and return analytics
+74.0%
-50.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.1% |
| 7D | +3.3% | +2.4% | +0.9% | +0.4% |
| 30D | +7.4% | -1.5% | +8.9% | +9.4% |
| 3M | -7.2% | -4.1% | -3.1% | -2.3% |
| 6M | -18.5% | +0.6% | -19.0% | -19.3% |
| YTD | -16.2% | +11.0% | -27.2% | -26.6% |
| 1Y | -9.0% | +13.3% | -22.3% | -22.3% |
| 3Y | +23.4% | +73.4% | -50.0% | -46.4% |
| All | +23.4% | +74.0% | -50.7% | -46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling