+16.3%
UNHW price history and return analytics
+15.5%
+0.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.4% |
| 7D | -2.2% | -0.1% | -2.0% | -2.1% |
| 30D | -4.9% | -0.7% | -4.3% | -4.8% |
| 3M | -6.0% | +4.0% | -10.0% | -6.9% |
| 6M | +44.3% | +12.3% | +32.0% | +36.2% |
| YTD | +19.9% | +14.0% | +5.9% | +9.7% |
| All | +16.3% | +15.5% | +0.8% | +5.8% |
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