-65.7%
UNG vs VT
+69.7%
-135.5%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.9% |
| 7D | +3.0% | -2.3% | +5.3% | +2.9% |
| 30D | -15.2% | -5.0% | -10.3% | -15.4% |
| 3M | -2.9% | -4.9% | +2.0% | -3.2% |
| 6M | -10.5% | -1.5% | -9.0% | -10.4% |
| YTD | -23.7% | +8.5% | -32.2% | -23.7% |
| 1Y | -34.0% | +11.4% | -45.4% | -34.3% |
| 3Y | -65.7% | +70.1% | -135.8% | -68.7% |
| All | -65.7% | +69.7% | -135.5% | -68.7% |
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