+19.5%
UNFI vs VT
+66.2%
-46.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -4.1% | +0.4% | -4.5% | -4.5% |
| 30D | -8.6% | +1.0% | -9.5% | -9.5% |
| 3M | -17.1% | +2.4% | -19.4% | -19.5% |
| 6M | +14.5% | +12.0% | +2.5% | +1.3% |
| YTD | +30.5% | +15.3% | +15.1% | +11.9% |
| 1Y | +52.0% | +22.6% | +29.4% | +22.2% |
| 3Y | +120.8% | +74.7% | +46.1% | +23.9% |
| All | +19.5% | +66.2% | -46.7% | -31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling