+218.8%
UMI vs VT
+155.0%
+63.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.1% |
| 7D | +3.8% | +2.9% | +0.9% | +1.9% |
| 30D | -1.3% | -2.5% | +1.2% | +0.2% |
| 3M | -2.7% | -3.3% | +0.7% | -0.8% |
| 6M | +0.5% | +1.5% | -1.0% | -1.3% |
| YTD | +23.2% | +11.4% | +11.9% | +13.0% |
| 1Y | +25.3% | +11.9% | +13.4% | +14.5% |
| 3Y | +93.5% | +73.9% | +19.6% | +28.7% |
| 5Y | +144.7% | +57.9% | +86.8% | +72.3% |
| All | +218.8% | +155.0% | +63.8% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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