+469.0%
UMH price history and return analytics
+371.8%
+97.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | -2.1% | +1.0% | -3.1% | -2.7% |
| 30D | +1.1% | -0.2% | +1.4% | +1.3% |
| 3M | +6.3% | +4.5% | +1.8% | +3.0% |
| 6M | +10.1% | +14.1% | -4.0% | +0.3% |
| YTD | +4.0% | +14.8% | -10.7% | -5.7% |
| 1Y | +10.8% | +21.2% | -10.4% | -3.2% |
| 3Y | +26.7% | +76.6% | -49.9% | -14.4% |
| 5Y | -20.6% | +66.6% | -87.2% | -44.3% |
| 10Y | +114.0% | +222.3% | -108.2% | +4.3% |
| All | +469.0% | +371.8% | +97.2% | +125.8% |
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