-11.8%
UHS vs VT
+12.5%
-24.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +10.3% | -0.1% | +10.5% | +10.3% |
| 30D | +10.2% | -3.1% | +13.2% | +10.3% |
| 3M | +13.3% | -3.5% | +16.8% | +13.4% |
| 6M | +15.3% | +0.5% | +14.8% | +14.3% |
| YTD | -10.1% | +10.8% | -20.8% | -15.0% |
| 1Y | -11.8% | +11.9% | -23.7% | -17.1% |
| All | -11.8% | +12.5% | -24.3% | -17.1% |
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