-89.8%
UNCY price history and return analytics
+69.5%
-159.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.3% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | +2.0% | -0.7% | +2.7% | +2.7% |
| 3M | -29.6% | +4.0% | -33.6% | -32.2% |
| 6M | -27.4% | +12.3% | -39.7% | -34.6% |
| YTD | -11.3% | +14.0% | -25.3% | -21.0% |
| 1Y | +16.9% | +20.3% | -3.4% | 0.0% |
| 3Y | -31.0% | +75.4% | -106.4% | -54.6% |
| 5Y | -81.8% | +66.0% | -147.7% | -85.9% |
| All | -89.8% | +69.5% | -159.3% | -92.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling