-74.3%
UNIT vs VT
+57.4%
-131.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +2.6% | -18.3% | -19.5% |
| 7D | -10.9% | +0.4% | -11.3% | -12.2% |
| 30D | -36.0% | -2.6% | -33.4% | -33.7% |
| 3M | -53.9% | -3.2% | -50.6% | -51.7% |
| 6M | -61.0% | +0.9% | -61.9% | -61.9% |
| YTD | -37.2% | +11.3% | -48.5% | -47.1% |
| 1Y | -32.2% | +14.0% | -46.2% | -44.8% |
| 3Y | -38.7% | +75.8% | -114.5% | -74.3% |
| 5Y | -74.3% | +57.8% | -132.1% | -88.1% |
| All | -74.3% | +57.4% | -131.7% | -88.1% |
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