+118.1%
UNFI price history and return analytics
+368.8%
-250.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | -3.7% | -0.7% | -3.0% | -3.2% |
| 3M | -3.7% | +4.0% | -7.7% | -6.9% |
| 6M | +14.9% | +12.3% | +2.6% | +4.6% |
| YTD | +32.5% | +14.0% | +18.5% | +19.3% |
| 1Y | +55.7% | +20.3% | +35.4% | +34.6% |
| 3Y | +142.4% | +75.4% | +67.0% | +59.7% |
| 5Y | +21.8% | +66.0% | -44.2% | -16.2% |
| 10Y | +7.2% | +228.2% | -221.0% | -54.4% |
| All | +118.1% | +368.8% | -250.7% | -23.1% |
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