+9.9%
UNB price history and return analytics
+222.7%
-212.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | +0.4% | -0.1% | +0.6% | +0.5% |
| 30D | +0.8% | -0.7% | +1.4% | +1.3% |
| 3M | +3.2% | +4.0% | -0.8% | -0.2% |
| 6M | +2.4% | +12.3% | -9.9% | -6.8% |
| YTD | +5.1% | +14.0% | -8.9% | -5.7% |
| 1Y | -2.7% | +20.3% | -23.0% | -16.4% |
| 3Y | +34.1% | +75.4% | -41.3% | -15.4% |
| 5Y | -6.9% | +66.0% | -72.9% | -39.8% |
| 10Y | +9.9% | +228.2% | -218.3% | -61.7% |
| All | +9.9% | +222.7% | -212.8% | -61.7% |
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