+29.3%
VEA vs UMC
+209.4%
-180.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.1% | -0.1% |
| 7D | +1.0% | +5.0% | -4.0% | +0.4% |
| 30D | +1.9% | +7.7% | -5.7% | +1.0% |
| 3M | +3.2% | +1.7% | +1.6% | +2.1% |
| 6M | +10.2% | +113.9% | -103.7% | +1.4% |
| YTD | +18.9% | +168.9% | -150.0% | +8.2% |
| 1Y | +29.3% | +207.2% | -177.9% | +17.3% |
| All | +29.3% | +209.4% | -180.1% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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