-61.2%
UNX price history and return analytics
+17.2%
-78.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | +1.3% |
| 7D | +0.8% | -2.0% | +2.8% | +7.8% |
| 30D | -7.9% | -1.4% | -6.5% | -3.5% |
| 3M | +130.5% | +4.7% | +125.7% | +94.2% |
| 6M | +245.1% | +11.4% | +233.7% | +135.6% |
| YTD | -51.4% | +13.1% | -64.4% | -68.6% |
| All | -61.2% | +17.2% | -78.5% | -78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling