+37.1%
UNIT price history and return analytics
+74.2%
-37.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.2% |
| 7D | +1.9% | -0.1% | +2.1% | +2.2% |
| 30D | +6.9% | -0.7% | +7.6% | +8.0% |
| 3M | -12.0% | +4.0% | -16.0% | -17.0% |
| 6M | +21.8% | +12.3% | +9.6% | +2.7% |
| YTD | +43.2% | +14.0% | +29.2% | +17.4% |
| 1Y | +40.6% | +20.3% | +20.3% | +7.0% |
| All | +37.1% | +74.2% | -37.1% | -49.2% |
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 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