-60.1%
UNIT price history and return analytics
+226.9%
-287.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.5% |
| 7D | -2.9% | -2.0% | -1.0% | -0.2% |
| 30D | +6.5% | -1.4% | +7.9% | +8.7% |
| 3M | -15.0% | +4.7% | -19.7% | -20.5% |
| 6M | +15.4% | +11.4% | +4.1% | -0.6% |
| YTD | +40.8% | +13.1% | +27.7% | +18.2% |
| 1Y | +44.1% | +19.0% | +25.1% | +13.0% |
| 3Y | +37.9% | +73.9% | -36.1% | -35.6% |
| 5Y | -37.0% | +65.4% | -102.4% | -67.9% |
| All | -60.1% | +226.9% | -287.0% | -91.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling