-3.6%
UHAL price history and return analytics
+65.7%
-69.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.2% |
| 7D | -4.7% | -1.1% | -3.6% | -3.6% |
| 30D | -13.9% | -1.0% | -12.9% | -13.0% |
| 3M | +3.3% | +3.2% | +0.1% | -0.2% |
| 6M | +35.1% | +12.5% | +22.6% | +19.1% |
| YTD | +27.1% | +14.1% | +13.0% | +10.4% |
| 1Y | +9.2% | +18.9% | -9.7% | -9.2% |
| 3Y | +11.2% | +74.1% | -62.9% | -37.9% |
| All | -3.6% | +65.7% | -69.3% | -43.6% |
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