-5.4%
PUSA price history and return analytics
+34.2%
-39.6%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.6% |
| 7D | -2.7% | -2.0% | -0.7% | -0.6% |
| 30D | +4.0% | -1.4% | +5.4% | +5.4% |
| 3M | -25.6% | +4.7% | -30.3% | -28.8% |
| 6M | -27.3% | +11.4% | -38.7% | -33.7% |
| YTD | +16.5% | +13.1% | +3.5% | +4.1% |
| 1Y | -24.6% | +19.0% | -43.7% | -35.2% |
| All | -5.4% | +34.2% | -39.6% | +51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling