+1,118.4%
UNTY price history and return analytics
+374.2%
+744.2%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +2.3% | +0.4% | +1.9% | +2.1% |
| 30D | +0.5% | +1.0% | -0.5% | +0.1% |
| 3M | +11.9% | +2.4% | +9.6% | +10.5% |
| 6M | +14.2% | +12.0% | +2.2% | +8.2% |
| YTD | +17.0% | +15.3% | +1.6% | +9.4% |
| 1Y | +14.9% | +22.6% | -7.7% | +4.6% |
| 3Y | +154.9% | +74.7% | +80.2% | +100.2% |
| 5Y | +176.7% | +66.1% | +110.5% | +120.1% |
| 10Y | +488.6% | +225.0% | +263.6% | +286.3% |
| All | +1,118.4% | +374.2% | +744.2% | +852.5% |
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