+115.0%
UMC vs VLTO
+18.3%
+96.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -1.7% |
| 7D | -14.7% | +13.8% | -28.5% | -7.6% |
| 30D | -32.9% | +21.2% | -54.0% | -24.9% |
| 3M | -22.2% | +21.5% | -43.6% | -12.5% |
| 6M | +25.9% | +33.0% | -7.1% | +45.5% |
| YTD | +107.9% | +17.8% | +90.1% | +136.3% |
| 1Y | +115.0% | +18.1% | +96.9% | +144.4% |
| All | +115.0% | +18.3% | +96.7% | +144.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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