+21.1%
UNFI price history and return analytics
+65.7%
-44.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.1% |
| 7D | +1.2% | -1.1% | +2.3% | +2.3% |
| 30D | -7.2% | -1.0% | -6.2% | -6.3% |
| 3M | -10.9% | +3.2% | -14.0% | -13.8% |
| 6M | +9.1% | +12.5% | -3.4% | -4.1% |
| YTD | +32.0% | +14.1% | +18.0% | +14.4% |
| 1Y | +50.0% | +18.9% | +31.1% | +24.4% |
| 3Y | +144.8% | +74.1% | +70.7% | +37.7% |
| All | +21.1% | +65.7% | -44.6% | -28.4% |
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