+240.3%
UMC vs VTEB
+0.4%
+239.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +1.4% |
| 7D | +9.0% | -0.9% | +9.9% | +11.5% |
| 30D | +17.2% | -2.5% | +19.8% | +25.6% |
| 3M | +11.4% | -3.0% | +14.4% | +21.8% |
| 6M | +137.5% | -2.1% | +139.6% | +153.1% |
| YTD | +193.1% | -1.5% | +194.6% | +226.4% |
| 1Y | +240.3% | +0.2% | +240.1% | +295.2% |
| All | +240.3% | +0.4% | +239.9% | +295.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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