+1,136.1%
UMC price history and return analytics
+356.5%
+779.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -1.9% |
| 7D | +11.2% | +2.4% | +8.8% | +8.4% |
| 30D | -28.0% | -1.5% | -26.5% | -26.0% |
| 3M | -20.5% | -4.1% | -16.4% | -15.5% |
| 6M | -1.6% | +0.6% | -2.1% | +0.5% |
| YTD | +99.4% | +11.0% | +88.3% | +81.8% |
| 1Y | +120.4% | +13.3% | +107.1% | +96.1% |
| 3Y | +134.2% | +73.4% | +60.8% | +28.1% |
| 5Y | +78.8% | +57.4% | +21.4% | +12.2% |
| 10Y | +1,280.4% | +221.7% | +1,058.7% | +268.7% |
| All | +1,136.1% | +356.5% | +779.6% | +69.4% |
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