+27.6%
VXUS vs UMC
+209.4%
-181.9%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | 0.0% |
| 7D | +1.0% | +5.0% | -3.9% | +0.4% |
| 30D | +2.2% | +7.7% | -5.5% | +1.3% |
| 3M | +3.0% | +1.7% | +1.3% | +1.9% |
| 6M | +10.7% | +113.9% | -103.3% | +1.4% |
| YTD | +17.8% | +168.9% | -151.1% | +6.6% |
| 1Y | +27.6% | +207.2% | -179.6% | +15.0% |
| All | +27.6% | +209.4% | -181.9% | +15.0% |
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