-92.9%
UNCY vs VT
+61.3%
-154.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.8% |
| 7D | -5.1% | -2.3% | -2.8% | -2.9% |
| 30D | -15.1% | -5.0% | -10.1% | -11.1% |
| 3M | -29.7% | -4.9% | -24.8% | -26.5% |
| 6M | -56.3% | -1.5% | -54.8% | -55.9% |
| YTD | -38.5% | +8.5% | -47.0% | -42.7% |
| 1Y | -20.8% | +11.4% | -32.1% | -27.7% |
| 3Y | -42.6% | +70.1% | -112.7% | -61.0% |
| 5Y | -88.0% | +53.7% | -141.7% | -90.0% |
| All | -92.9% | +61.3% | -154.2% | -94.6% |
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