+1,386.2%
UHAL price history and return analytics
+371.8%
+1,014.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.3% |
| 7D | -5.3% | +1.0% | -6.3% | -6.2% |
| 30D | -15.1% | -0.2% | -14.8% | -14.8% |
| 3M | +7.4% | +4.5% | +2.9% | +2.4% |
| 6M | +28.3% | +14.1% | +14.2% | +11.7% |
| YTD | +26.8% | +14.8% | +12.1% | +9.9% |
| 1Y | +10.5% | +21.2% | -10.7% | -9.5% |
| 3Y | +10.1% | +76.6% | -66.5% | -38.3% |
| 5Y | -2.4% | +66.6% | -69.0% | -42.0% |
| 10Y | +91.7% | +222.3% | -130.6% | -44.0% |
| All | +1,386.2% | +371.8% | +1,014.4% | +204.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling