+16.4%
UHT vs VT
+215.5%
-199.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | -0.1% |
| 7D | +2.2% | -2.3% | +4.6% | +4.6% |
| 30D | +4.9% | -5.0% | +9.8% | +10.1% |
| 3M | -5.2% | -4.9% | -0.4% | -0.8% |
| 6M | +0.8% | -1.5% | +2.4% | +1.0% |
| YTD | +5.7% | +8.5% | -2.8% | -5.1% |
| 1Y | +11.7% | +11.4% | +0.3% | -2.7% |
| 3Y | +20.1% | +70.1% | -49.9% | -36.7% |
| 5Y | -9.1% | +53.7% | -62.9% | -46.7% |
| All | +16.4% | +215.5% | -199.1% | -72.5% |
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