+67.3%
UHS price history and return analytics
+221.8%
-154.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | -0.7% | +2.4% | -3.1% | -3.1% |
| 30D | +4.4% | -1.5% | +5.9% | +5.7% |
| 3M | +13.5% | -4.1% | +17.6% | +17.8% |
| 6M | +13.8% | +0.6% | +13.2% | +11.6% |
| YTD | -10.7% | +11.0% | -21.7% | -21.6% |
| 1Y | -14.3% | +13.3% | -27.7% | -26.5% |
| 3Y | +51.9% | +73.4% | -21.5% | -19.6% |
| 5Y | +52.2% | +57.4% | -5.2% | -10.2% |
| All | +67.3% | +221.8% | -154.5% | -44.6% |
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 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