-25.7%
UHAL vs VT
+57.0%
-82.8%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | -2.6% | +2.4% | -5.0% | -4.9% |
| 30D | -1.2% | -1.5% | +0.3% | +0.1% |
| 3M | -25.3% | -4.1% | -21.2% | -22.3% |
| 6M | +11.5% | +0.6% | +10.9% | +10.1% |
| YTD | +9.6% | +11.0% | -1.4% | -2.4% |
| 1Y | +7.9% | +13.3% | -5.4% | -5.9% |
| 3Y | +6.0% | +73.4% | -67.3% | -40.7% |
| All | -25.7% | +57.0% | -82.8% | -54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling