-76.0%
UWMC vs VT
+21.4%
-97.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.9% | -4.8% |
| 7D | +1.5% | +1.0% | +0.4% | +0.2% |
| 30D | +8.6% | -0.2% | +8.8% | +9.2% |
| 3M | -43.2% | +4.5% | -47.8% | -45.9% |
| 6M | -61.3% | +14.1% | -75.3% | -67.4% |
| YTD | -65.9% | +14.8% | -80.6% | -72.0% |
| 1Y | -76.0% | +21.2% | -97.2% | -81.2% |
| All | -76.0% | +21.4% | -97.4% | -81.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling