-78.7%
UWMC price history and return analytics
+166.0%
-244.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.1% | -0.2% |
| 7D | -8.2% | -1.1% | -7.1% | -7.0% |
| 30D | -10.6% | -1.0% | -9.6% | -9.4% |
| 3M | -40.9% | +3.2% | -44.1% | -42.6% |
| 6M | -62.9% | +12.5% | -75.4% | -67.0% |
| YTD | -66.9% | +14.1% | -80.9% | -71.1% |
| 1Y | -78.2% | +18.9% | -97.1% | -81.7% |
| 3Y | -68.2% | +74.1% | -142.3% | -81.5% |
| 5Y | -71.4% | +66.9% | -138.3% | -83.8% |
| All | -78.7% | +166.0% | -244.7% | -87.9% |
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