-99.9%
UNG vs VT
+374.2%
-474.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.2% | +0.4% | +1.8% | +2.1% |
| 30D | +8.4% | +1.0% | +7.4% | +8.1% |
| 3M | -12.9% | +2.4% | -15.3% | -13.5% |
| 6M | -10.4% | +12.0% | -22.4% | -13.1% |
| YTD | -13.9% | +15.3% | -29.2% | -17.4% |
| 1Y | -19.4% | +22.6% | -42.0% | -23.9% |
| 3Y | -62.6% | +74.7% | -137.2% | -68.1% |
| 5Y | -83.9% | +66.1% | -150.1% | -86.2% |
| 10Y | -92.0% | +225.0% | -317.0% | -94.2% |
| All | -99.9% | +374.2% | -474.1% | -99.9% |
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