+121.5%
UNFI vs VT
+346.0%
-224.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.8% | -1.7% |
| 7D | -1.2% | -2.3% | +1.1% | +0.6% |
| 30D | +3.9% | -5.0% | +8.9% | +8.0% |
| 3M | -5.3% | -4.9% | -0.5% | -1.8% |
| 6M | -12.6% | -1.5% | -11.0% | -12.1% |
| YTD | +34.5% | +8.5% | +26.1% | +25.7% |
| 1Y | +21.6% | +11.4% | +10.2% | +11.4% |
| 3Y | +193.6% | +70.1% | +123.5% | +97.2% |
| 5Y | -9.3% | +53.7% | -63.0% | -33.8% |
| 10Y | +10.5% | +220.0% | -209.4% | -52.0% |
| All | +121.5% | +346.0% | -224.5% | -19.0% |
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