+207.2%
UMC vs VO
+15.8%
+191.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.8% | +4.9% |
| 7D | +5.0% | -0.3% | +5.2% | +5.2% |
| 30D | +7.7% | -0.3% | +8.0% | +8.1% |
| 3M | +1.7% | +2.9% | -1.3% | -2.0% |
| 6M | +113.9% | +9.3% | +104.6% | +94.8% |
| YTD | +168.9% | +14.2% | +154.7% | +137.1% |
| 1Y | +207.2% | +15.3% | +191.9% | +172.5% |
| All | +207.2% | +15.8% | +191.4% | +172.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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