+51.2%
UMAY price history and return analytics
+163.6%
-112.5%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | -0.9% | -2.0% | +1.1% | 0.0% |
| 30D | -0.3% | -1.4% | +1.2% | +0.3% |
| 3M | +2.7% | +4.7% | -2.0% | +0.7% |
| 6M | +4.6% | +11.4% | -6.7% | -0.2% |
| YTD | +5.3% | +13.1% | -7.8% | -0.3% |
| 1Y | +7.8% | +19.0% | -11.2% | -0.2% |
| 3Y | +36.9% | +73.9% | -37.0% | +8.0% |
| 5Y | +36.3% | +65.4% | -29.1% | +7.4% |
| All | +51.2% | +163.6% | -112.5% | +3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling