-10.4%
UNMA vs VT
+15.2%
-25.6%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.2% |
| 7D | -0.6% | -0.3% | -0.3% | -0.6% |
| 30D | -6.4% | -1.4% | -5.0% | -6.2% |
| 3M | -5.9% | -1.4% | -4.5% | -5.7% |
| 6M | -12.3% | +5.5% | -17.8% | -13.0% |
| YTD | -9.8% | +12.8% | -22.6% | -11.2% |
| 1Y | -10.4% | +15.4% | -25.8% | -12.4% |
| All | -10.4% | +15.2% | -25.6% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling