+470.6%
UNTY price history and return analytics
+221.4%
+249.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +2.3% | +1.0% | +1.3% | +1.3% |
| 30D | -0.9% | -0.2% | -0.6% | -0.7% |
| 3M | +8.1% | +4.5% | +3.6% | +2.8% |
| 6M | +16.1% | +14.1% | +2.1% | +0.5% |
| YTD | +15.0% | +14.8% | +0.3% | -1.2% |
| 1Y | +13.1% | +21.2% | -8.1% | -8.2% |
| 3Y | +158.1% | +76.6% | +81.5% | +41.2% |
| 5Y | +178.5% | +66.6% | +111.9% | +58.7% |
| 10Y | +470.6% | +222.3% | +248.3% | +55.7% |
| All | +470.6% | +221.4% | +249.1% | +55.7% |
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