-9.3%
UHT vs VT
+53.2%
-62.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.3% | +1.3% |
| 7D | +3.1% | -4.2% | +7.3% | +5.3% |
| 30D | +4.4% | -5.8% | +10.2% | +7.5% |
| 3M | -6.1% | -5.2% | -0.9% | -3.7% |
| 6M | +0.4% | +0.1% | +0.3% | -0.4% |
| YTD | +5.5% | +8.2% | -2.7% | -0.2% |
| 1Y | +8.1% | +10.1% | -2.0% | +1.1% |
| 3Y | +19.5% | +69.7% | -50.2% | -15.5% |
| 5Y | -9.3% | +53.4% | -62.6% | -32.3% |
| All | -9.3% | +53.2% | -62.5% | -32.3% |
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