-74.4%
UNIT vs VT
+206.7%
-281.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +4.0% |
| 7D | +4.2% | -4.2% | +8.3% | +10.3% |
| 30D | -33.8% | -5.8% | -28.0% | -28.0% |
| 3M | -44.6% | -5.2% | -39.4% | -40.2% |
| 6M | -53.3% | +0.1% | -53.5% | -53.5% |
| YTD | -23.5% | +8.2% | -31.7% | -31.2% |
| 1Y | -16.2% | +10.1% | -26.3% | -26.3% |
| 3Y | -31.3% | +69.7% | -100.9% | -66.1% |
| 5Y | -69.1% | +53.4% | -122.5% | -82.1% |
| 10Y | -75.3% | +219.2% | -294.5% | -94.0% |
| All | -74.4% | +206.7% | -281.1% | -93.7% |
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 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