-45.8%
UNL price history and return analytics
+221.8%
-267.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | +2.9% | +2.4% | +0.6% | +2.6% |
| 30D | -9.7% | -1.5% | -8.2% | -9.5% |
| 3M | -10.2% | -4.1% | -6.0% | -9.7% |
| 6M | -17.4% | +0.6% | -18.0% | -17.6% |
| YTD | -28.2% | +11.0% | -39.2% | -29.6% |
| 1Y | -37.4% | +13.3% | -50.7% | -38.8% |
| 3Y | -51.6% | +73.4% | -125.0% | -56.6% |
| 5Y | -60.4% | +57.4% | -117.8% | -64.4% |
| All | -45.8% | +221.8% | -267.5% | -43.2% |
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