The Aave Umbrella new staking module is now online. The current yield is acceptable, but the growth of TVL needs to be considered. Each pool has a target APR set, which simulates the yield when TVL reaches the estimated target. The target yield reference value for USDC is around 8%.

Total yield = Aave Yield + Umbrella rewards

The Umbrella rewards part is Yield outside of interest and comes from a portion of the protocol's income.