-72.0%
UNIT vs VT
+57.0%
-129.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -0.3% | +13.8% | +13.9% |
| 7D | -6.5% | +2.4% | -8.9% | -10.5% |
| 30D | -13.5% | -1.5% | -12.0% | -12.3% |
| 3M | -50.2% | -4.1% | -46.0% | -47.2% |
| 6M | -56.8% | +0.6% | -57.4% | -57.6% |
| YTD | -30.4% | +11.0% | -41.4% | -41.2% |
| 1Y | -19.1% | +13.3% | -32.5% | -33.9% |
| 3Y | -28.5% | +73.4% | -101.9% | -69.5% |
| All | -72.0% | +57.0% | -129.1% | -87.0% |
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