-69.4%
UNIT vs VT
+53.4%
-122.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -3.0% |
| 7D | +3.2% | -2.3% | +5.5% | +6.7% |
| 30D | -33.4% | -5.0% | -28.5% | -28.0% |
| 3M | -45.7% | -4.9% | -40.8% | -41.2% |
| 6M | -53.9% | -1.5% | -52.4% | -52.9% |
| YTD | -25.5% | +8.5% | -34.0% | -34.3% |
| 1Y | -16.6% | +11.4% | -28.0% | -29.2% |
| 3Y | -33.1% | +70.1% | -103.2% | -70.3% |
| All | -69.4% | +53.4% | -122.8% | -85.1% |
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