-11.8%
UNB price history and return analytics
+224.4%
-236.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | -0.1% |
| 7D | -1.9% | -0.7% | -1.2% | -1.4% |
| 30D | +0.3% | -1.7% | +2.1% | +1.6% |
| 3M | -5.3% | -2.3% | -2.9% | -3.7% |
| 6M | -1.8% | +1.5% | -3.4% | -3.5% |
| YTD | +1.6% | +12.0% | -10.5% | -7.8% |
| 1Y | +3.0% | +12.9% | -9.9% | -7.2% |
| 3Y | +1.6% | +74.9% | -73.4% | -36.1% |
| 5Y | -9.3% | +59.9% | -69.2% | -39.4% |
| 10Y | -11.8% | +224.6% | -236.4% | -69.8% |
| All | -11.8% | +224.4% | -236.1% | -69.8% |
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