+49.2%
UHS price history and return analytics
+229.8%
-180.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.3% |
| 7D | +3.1% | -1.1% | +4.2% | +4.2% |
| 30D | +1.5% | -1.0% | +2.5% | +2.4% |
| 3M | +19.8% | +3.2% | +16.7% | +15.5% |
| 6M | -5.9% | +12.5% | -18.4% | -17.8% |
| YTD | -19.5% | +14.1% | -33.6% | -31.0% |
| 1Y | -8.0% | +18.9% | -26.9% | -24.6% |
| 3Y | +35.6% | +74.1% | -38.5% | -27.9% |
| 5Y | +21.7% | +66.9% | -45.2% | -32.4% |
| All | +49.2% | +229.8% | -180.6% | -57.9% |
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