+115.0%
UMC vs VGT
+18.8%
+96.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.4% |
| 7D | -14.7% | -6.5% | -8.2% | -6.8% |
| 30D | -32.9% | -10.6% | -22.3% | -22.4% |
| 3M | -22.2% | -3.7% | -18.4% | -18.0% |
| 6M | +25.9% | +10.4% | +15.5% | +19.6% |
| YTD | +107.9% | +23.1% | +84.9% | +84.2% |
| 1Y | +115.0% | +19.9% | +95.1% | +94.5% |
| All | +115.0% | +18.8% | +96.2% | +94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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