+115.0%
UMC vs VTRS
+90.6%
+24.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.1% |
| 7D | -14.7% | +2.4% | -17.1% | -14.7% |
| 30D | -32.9% | +9.1% | -41.9% | -32.9% |
| 3M | -22.2% | +9.4% | -31.6% | -22.2% |
| 6M | +25.9% | +28.3% | -2.4% | +21.8% |
| YTD | +107.9% | +58.0% | +49.9% | +97.0% |
| 1Y | +115.0% | +89.7% | +25.3% | +93.6% |
| All | +115.0% | +90.6% | +24.4% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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