+115.0%
UMC vs VTV
+28.2%
+86.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -3.1% |
| 7D | -14.7% | +1.8% | -16.4% | -15.8% |
| 30D | -32.9% | +6.0% | -38.8% | -36.1% |
| 3M | -22.2% | +3.7% | -25.8% | -24.5% |
| 6M | +25.9% | +13.9% | +12.0% | +14.0% |
| YTD | +107.9% | +22.8% | +85.1% | +91.8% |
| 1Y | +115.0% | +27.9% | +87.2% | +95.3% |
| All | +115.0% | +28.2% | +86.8% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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