+131.2%
UNTY vs VT
+53.2%
+78.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -0.2% |
| 7D | -0.6% | -4.2% | +3.6% | +2.0% |
| 30D | +4.6% | -5.8% | +10.4% | +8.4% |
| 3M | -3.2% | -5.2% | +2.1% | 0.0% |
| 6M | +8.8% | +0.1% | +8.7% | +8.1% |
| YTD | +12.7% | +8.2% | +4.5% | +6.4% |
| 1Y | +27.4% | +10.1% | +17.2% | +18.9% |
| 3Y | +137.3% | +69.7% | +67.7% | +76.4% |
| 5Y | +131.2% | +53.4% | +77.8% | +77.2% |
| All | +131.2% | +53.2% | +78.0% | +77.2% |
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