+17.5%
UHS price history and return analytics
+66.8%
-49.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.7% |
| 7D | +0.7% | +1.0% | -0.3% | -0.1% |
| 30D | -0.8% | -0.2% | -0.6% | -0.7% |
| 3M | +20.5% | +4.5% | +15.9% | +15.7% |
| 6M | -10.5% | +14.1% | -24.6% | -20.6% |
| YTD | -20.9% | +14.8% | -35.6% | -30.3% |
| 1Y | -7.1% | +21.2% | -28.3% | -22.1% |
| 3Y | +32.5% | +76.6% | -44.1% | -22.6% |
| All | +17.5% | +66.8% | -49.3% | -30.1% |
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