+15.3%
UHAL vs VT
+23.3%
-8.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.0% | +0.4% | -2.5% | -2.4% |
| 30D | -9.3% | +1.0% | -10.3% | -10.0% |
| 3M | +19.0% | +2.4% | +16.7% | +16.8% |
| 6M | +31.8% | +12.0% | +19.8% | +18.1% |
| YTD | +33.3% | +15.3% | +17.9% | +16.1% |
| 1Y | +15.3% | +22.6% | -7.3% | -1.1% |
| All | +15.3% | +23.3% | -8.0% | -1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling