+1,842.6%
UMC price history and return analytics
+229.8%
+1,612.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.4% |
| 7D | +9.0% | -1.1% | +10.1% | +10.3% |
| 30D | +17.2% | -1.0% | +18.2% | +18.4% |
| 3M | +11.4% | +3.2% | +8.2% | +8.7% |
| 6M | +137.5% | +12.5% | +125.0% | +113.4% |
| YTD | +193.1% | +14.1% | +179.0% | +159.2% |
| 1Y | +240.3% | +18.9% | +221.4% | +188.4% |
| 3Y | +262.2% | +74.1% | +188.1% | +108.1% |
| 5Y | +143.1% | +66.9% | +76.3% | +47.0% |
| All | +1,842.6% | +229.8% | +1,612.8% | +658.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling