+22.4%
VXUS vs UMC
+227.6%
-205.2%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -1.0% |
| 7D | -1.9% | +11.4% | -13.3% | -3.2% |
| 30D | -0.7% | +16.8% | -17.5% | -2.6% |
| 3M | +4.9% | +19.1% | -14.2% | +2.0% |
| 6M | +9.7% | +137.4% | -127.8% | -0.5% |
| YTD | +15.0% | +186.4% | -171.4% | +3.2% |
| 1Y | +22.4% | +229.1% | -206.6% | +9.1% |
| All | +22.4% | +227.6% | -205.2% | +9.1% |
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