+31.9%
UNHG price history and return analytics
+24.9%
+7.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.8% | -5.6% |
| 7D | -9.1% | -1.1% | -8.0% | -8.3% |
| 30D | -14.3% | -1.0% | -13.3% | -13.7% |
| 3M | -16.5% | +3.2% | -19.6% | -19.1% |
| 6M | +58.4% | +12.5% | +46.0% | +35.8% |
| YTD | +8.3% | +14.1% | -5.7% | -12.4% |
| 1Y | -8.4% | +18.9% | -27.3% | -33.3% |
| All | +31.9% | +24.9% | +7.0% | -20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling