+16.9%
UNHW vs VT
+12.8%
+4.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +0.1% |
| 7D | -1.1% | +0.4% | -1.4% | -1.0% |
| 30D | +4.6% | -2.6% | +7.2% | +5.1% |
| 3M | -3.9% | -3.2% | -0.7% | -3.3% |
| 6M | +3.9% | +0.9% | +3.0% | +3.4% |
| YTD | +20.5% | +11.3% | +9.2% | +10.7% |
| All | +16.9% | +12.8% | +4.1% | +6.8% |
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