+263.0%
UMC price history and return analytics
+74.2%
+188.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.9% |
| 7D | +13.6% | -0.1% | +13.8% | +13.7% |
| 30D | +20.8% | -0.7% | +21.4% | +21.7% |
| 3M | +16.1% | +4.0% | +12.1% | +11.6% |
| 6M | +137.3% | +12.3% | +125.0% | +110.1% |
| YTD | +193.8% | +14.0% | +179.7% | +155.0% |
| 1Y | +236.1% | +20.3% | +215.8% | +173.8% |
| All | +263.0% | +74.2% | +188.8% | +82.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling