+1,651.5%
UMC price history and return analytics
+371.8%
+1,279.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.6% |
| 7D | +6.6% | +1.0% | +5.6% | +5.3% |
| 30D | +16.6% | -0.2% | +16.8% | +16.8% |
| 3M | +11.0% | +4.5% | +6.5% | +6.7% |
| 6M | +131.3% | +14.1% | +117.2% | +102.2% |
| YTD | +182.5% | +14.8% | +167.7% | +144.7% |
| 1Y | +222.3% | +21.2% | +201.1% | +162.3% |
| 3Y | +253.0% | +76.6% | +176.5% | +86.7% |
| 5Y | +141.8% | +66.6% | +75.2% | +40.5% |
| 10Y | +1,772.2% | +222.3% | +1,549.9% | +392.8% |
| All | +1,651.5% | +371.8% | +1,279.6% | +128.1% |
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