+144.1%
UMC vs VTV
+80.6%
+63.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.6% | +1.5% |
| 7D | +9.0% | -1.1% | +10.1% | +10.4% |
| 30D | +17.2% | -1.0% | +18.3% | +18.5% |
| 3M | +11.4% | +4.6% | +6.8% | +5.5% |
| 6M | +137.5% | +13.5% | +124.0% | +105.9% |
| YTD | +193.1% | +18.5% | +174.6% | +140.9% |
| 1Y | +240.3% | +22.9% | +217.4% | +167.5% |
| 3Y | +262.2% | +67.8% | +194.3% | +89.7% |
| All | +144.1% | +80.6% | +63.5% | +20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling