+423.7%
UNTY price history and return analytics
+224.4%
+199.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.6% |
| 7D | -1.4% | -0.7% | -0.7% | -0.8% |
| 30D | +5.7% | -1.7% | +7.4% | +7.4% |
| 3M | -3.3% | -2.3% | -1.0% | -1.3% |
| 6M | +11.0% | +1.5% | +9.5% | +8.3% |
| YTD | +14.1% | +12.0% | +2.1% | +0.1% |
| 1Y | +24.3% | +12.9% | +11.4% | +8.1% |
| 3Y | +142.4% | +74.9% | +67.5% | +32.7% |
| 5Y | +134.0% | +59.9% | +74.1% | +38.9% |
| 10Y | +423.7% | +224.6% | +199.1% | +25.3% |
| All | +423.7% | +224.4% | +199.3% | +25.3% |
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 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