+41.6%
UNMA price history and return analytics
+153.1%
-111.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.2% |
| 7D | 0.0% | -2.0% | +1.9% | +0.9% |
| 30D | +4.0% | -1.4% | +5.4% | +4.6% |
| 3M | -2.0% | +4.7% | -6.8% | -4.2% |
| 6M | -5.7% | +11.4% | -17.1% | -10.6% |
| YTD | -2.7% | +13.1% | -15.7% | -8.5% |
| 1Y | -5.8% | +19.0% | -24.8% | -13.7% |
| 3Y | +13.5% | +73.9% | -60.4% | -15.3% |
| 5Y | +8.9% | +65.4% | -56.5% | -17.3% |
| All | +41.6% | +153.1% | -111.5% | -25.4% |
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