-8.3%
UHT price history and return analytics
+58.5%
-66.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | -0.9% | +2.9% | -3.8% | -2.4% |
| 30D | +2.3% | -2.5% | +4.8% | +3.5% |
| 3M | -4.4% | -3.3% | -1.0% | -2.9% |
| 6M | +0.5% | +1.5% | -1.0% | -0.9% |
| YTD | +4.5% | +11.4% | -6.9% | -2.6% |
| 1Y | +5.8% | +11.9% | -6.1% | -1.8% |
| 3Y | +23.1% | +73.9% | -50.8% | -14.1% |
| 5Y | -8.3% | +57.9% | -66.2% | -32.8% |
| All | -8.3% | +58.5% | -66.9% | -32.8% |
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