-36.6%
UNIT vs VT
+66.2%
-102.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.5% | +0.4% | +1.0% | +0.9% |
| 30D | +5.0% | +1.0% | +4.0% | +3.6% |
| 3M | -13.7% | +2.4% | -16.1% | -17.1% |
| 6M | +29.7% | +12.0% | +17.7% | +9.5% |
| YTD | +45.1% | +15.3% | +29.7% | +16.9% |
| 1Y | +62.7% | +22.6% | +40.1% | +20.2% |
| 3Y | +24.6% | +74.7% | -50.1% | -45.8% |
| All | -36.6% | +66.2% | -102.8% | -72.7% |
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