-49.0%
UNX vs VT
+14.9%
-63.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -2.1% |
| 7D | +51.2% | -0.1% | +51.4% | +45.4% |
| 30D | +8.6% | -3.1% | +11.6% | +17.9% |
| 3M | +24.6% | -3.5% | +28.1% | +37.4% |
| 6M | +164.9% | +0.5% | +164.5% | +154.6% |
| YTD | -36.0% | +10.8% | -46.8% | -56.7% |
| 1Y | -36.3% | +11.9% | -48.2% | -58.7% |
| All | -49.0% | +14.9% | -63.9% | -70.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling