+114.8%
UMH vs VOO
+325.3%
-210.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.9% |
| 7D | -2.8% | -0.8% | -2.0% | -2.1% |
| 30D | -3.5% | -1.1% | -2.4% | -2.6% |
| 3M | +3.4% | +3.9% | -0.5% | -0.2% |
| 6M | +8.4% | +13.6% | -5.3% | -3.6% |
| YTD | +1.7% | +12.7% | -11.0% | -9.0% |
| 1Y | +7.7% | +17.6% | -9.9% | -7.4% |
| 3Y | +24.1% | +77.3% | -53.3% | -28.4% |
| 5Y | -17.1% | +84.1% | -101.2% | -54.3% |
| All | +114.8% | +325.3% | -210.5% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling