-55.9%
UNL price history and return analytics
+65.7%
-121.6%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.2% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | -3.2% | -0.7% | -2.5% | -3.1% |
| 3M | -10.2% | +4.0% | -14.2% | -11.0% |
| 6M | -19.6% | +12.3% | -31.9% | -21.7% |
| YTD | -21.5% | +14.0% | -35.6% | -24.1% |
| 1Y | -26.0% | +20.3% | -46.3% | -29.6% |
| 3Y | -47.3% | +75.4% | -122.7% | -56.4% |
| 5Y | -55.9% | +66.0% | -121.9% | -64.0% |
| All | -55.9% | +65.7% | -121.6% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling