+512.7%
UNM price history and return analytics
+357.8%
+154.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.0% |
| 7D | +7.0% | +2.9% | +4.1% | +3.0% |
| 30D | -13.6% | -2.5% | -11.1% | -11.3% |
| 3M | -13.4% | -3.3% | -10.0% | -10.2% |
| 6M | -1.4% | +1.5% | -3.0% | -5.2% |
| YTD | +4.5% | +11.4% | -6.9% | -12.3% |
| 1Y | +4.7% | +11.9% | -7.2% | -12.9% |
| 3Y | +96.3% | +73.9% | +22.4% | -13.6% |
| 5Y | +245.3% | +57.9% | +187.4% | +68.2% |
| 10Y | +171.3% | +222.6% | -51.3% | -47.4% |
| All | +512.7% | +357.8% | +154.8% | -36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling