-87.1%
UNG vs VT
+53.4%
-140.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.8% |
| 7D | +3.0% | -2.3% | +5.3% | +3.6% |
| 30D | -15.2% | -5.0% | -10.3% | -14.1% |
| 3M | -2.9% | -4.9% | +2.0% | -1.6% |
| 6M | -10.5% | -1.5% | -9.0% | -10.3% |
| YTD | -23.7% | +8.5% | -32.2% | -26.4% |
| 1Y | -34.0% | +11.4% | -45.4% | -37.0% |
| 3Y | -65.7% | +70.1% | -135.8% | -74.1% |
| All | -87.1% | +53.4% | -140.5% | -90.2% |
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