-62.2%
UNX vs VT
+19.6%
-81.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.6% |
| 7D | -8.2% | +0.4% | -8.6% | -9.4% |
| 30D | +34.1% | +1.0% | +33.1% | +29.7% |
| 3M | +77.0% | +2.4% | +74.6% | +64.5% |
| 6M | +242.2% | +12.0% | +230.2% | +136.4% |
| YTD | -52.6% | +15.3% | -67.9% | -71.3% |
| All | -62.2% | +19.6% | -81.8% | -80.3% |
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