+31.0%
UNM price history and return analytics
+18.7%
+12.3%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.5% |
| 7D | -2.3% | -2.0% | -0.3% | -1.8% |
| 30D | +5.0% | -1.4% | +6.4% | +5.4% |
| 3M | +4.6% | +4.7% | -0.1% | +3.7% |
| 6M | +31.1% | +11.4% | +19.8% | +26.7% |
| YTD | +23.9% | +13.1% | +10.8% | +20.0% |
| 1Y | +31.0% | +19.0% | +12.0% | +24.8% |
| All | +31.0% | +18.7% | +12.3% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling