+115.0%
UMC vs VCIT
-0.8%
+115.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -3.2% |
| 7D | -14.7% | +0.4% | -15.1% | -15.4% |
| 30D | -32.9% | +2.2% | -35.0% | -36.3% |
| 3M | -22.2% | -1.8% | -20.3% | -17.6% |
| 6M | +25.9% | -1.6% | +27.5% | +33.6% |
| YTD | +107.9% | -1.7% | +109.7% | +122.5% |
| 1Y | +115.0% | -0.8% | +115.9% | +135.0% |
| All | +115.0% | -0.8% | +115.8% | +135.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling