-46.6%
UNX vs VT
+12.5%
-59.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.2% | +12.6% | +12.2% |
| 7D | +81.8% | -2.3% | +84.2% | +86.4% |
| 30D | +21.2% | -5.0% | +26.1% | +39.2% |
| 3M | +44.2% | -4.9% | +49.0% | +65.3% |
| 6M | +188.6% | -1.5% | +190.2% | +194.6% |
| YTD | -33.0% | +8.5% | -41.5% | -51.8% |
| 1Y | -22.1% | +11.4% | -33.5% | -51.5% |
| All | -46.6% | +12.5% | -59.1% | -66.9% |
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