-54.4%
UWMC vs VT
-0.9%
-53.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -7.0% | -7.0% |
| 7D | -3.2% | -2.3% | -0.9% | -0.6% |
| 30D | +34.5% | -5.0% | +39.5% | +42.5% |
| 3M | +26.7% | -4.9% | +31.5% | +34.6% |
| 6M | -54.4% | -1.5% | -52.9% | -52.7% |
| All | -54.4% | -0.9% | -53.5% | -52.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling