+103.9%
UMC vs VLTO
+20.2%
+83.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.8% | +6.7% | +8.0% |
| 7D | -9.2% | +2.0% | -11.2% | -8.1% |
| 30D | -35.1% | +21.8% | -56.9% | -27.0% |
| 3M | -20.5% | +20.2% | -40.7% | -10.7% |
| 6M | -1.7% | +36.3% | -38.1% | +14.6% |
| YTD | +92.8% | +18.8% | +73.9% | +120.1% |
| All | +103.9% | +20.2% | +83.7% | +134.0% |
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