+46.9%
UNF vs VT
+69.4%
-22.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +1.0% | -0.7% |
| 7D | -5.5% | -4.2% | -1.3% | -3.1% |
| 30D | -3.4% | -5.8% | +2.4% | 0.0% |
| 3M | -16.0% | -5.2% | -10.8% | -13.4% |
| 6M | -3.3% | +0.1% | -3.5% | -4.3% |
| YTD | +26.6% | +8.2% | +18.4% | +17.8% |
| 1Y | +61.2% | +10.1% | +51.1% | +47.9% |
| All | +46.9% | +69.4% | -22.5% | -15.8% |
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