-8.6%
UNMA vs VT
+12.5%
-21.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +2.8% | -0.1% | +2.9% | +2.7% |
| 30D | -1.8% | -3.1% | +1.3% | -1.3% |
| 3M | -1.9% | -3.5% | +1.6% | -1.4% |
| 6M | -10.6% | +0.5% | -11.1% | -10.8% |
| YTD | -7.7% | +10.8% | -18.5% | -8.9% |
| 1Y | -8.6% | +11.9% | -20.5% | -10.0% |
| All | -8.6% | +12.5% | -21.1% | -10.0% |
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 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