+16.6%
UHT price history and return analytics
+223.7%
-207.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -2.3% |
| 7D | +1.1% | +0.4% | +0.8% | +0.6% |
| 30D | +4.4% | -2.6% | +7.0% | +6.9% |
| 3M | -6.4% | -3.2% | -3.2% | -3.7% |
| 6M | +0.4% | +0.9% | -0.5% | -1.9% |
| YTD | +6.0% | +11.3% | -5.3% | -7.3% |
| 1Y | +8.9% | +14.0% | -5.1% | -7.4% |
| 3Y | +24.8% | +75.8% | -51.1% | -36.5% |
| 5Y | -8.4% | +57.8% | -66.3% | -47.7% |
| 10Y | +16.6% | +219.8% | -203.2% | -72.9% |
| All | +16.6% | +223.7% | -207.1% | -72.9% |
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