+50.7%
HYUP price history and return analytics
+149.4%
-98.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.4% |
| 7D | -0.9% | -1.1% | +0.2% | -0.5% |
| 30D | -1.0% | -1.0% | 0.0% | -0.7% |
| 3M | -0.4% | +3.2% | -3.5% | -1.7% |
| 6M | +1.5% | +12.5% | -11.0% | -3.3% |
| YTD | +1.6% | +14.1% | -12.5% | -3.8% |
| 1Y | +3.0% | +18.9% | -15.9% | -4.2% |
| 3Y | +29.4% | +74.1% | -44.7% | +2.3% |
| 5Y | +21.9% | +66.9% | -44.9% | -2.9% |
| All | +50.7% | +149.4% | -98.7% | -0.9% |
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