+31.5%
UNMA price history and return analytics
+149.3%
-117.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | +2.3% | +2.9% | -0.6% | +1.0% |
| 30D | -4.2% | -2.5% | -1.7% | -3.1% |
| 3M | -3.7% | -3.3% | -0.3% | -2.2% |
| 6M | -11.6% | +1.5% | -13.1% | -12.4% |
| YTD | -9.6% | +11.4% | -21.0% | -14.5% |
| 1Y | -10.7% | +11.9% | -22.6% | -15.8% |
| 3Y | +4.1% | +73.9% | -69.8% | -22.4% |
| 5Y | +2.6% | +57.9% | -55.3% | -19.9% |
| All | +31.5% | +149.3% | -117.8% | -30.3% |
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