+261.2%
UHT price history and return analytics
+374.2%
-113.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.5% | +0.4% | -2.0% | -1.9% |
| 30D | -3.7% | +1.0% | -4.7% | -4.6% |
| 3M | +3.2% | +2.4% | +0.8% | +0.1% |
| 6M | -3.0% | +12.0% | -15.0% | -13.7% |
| YTD | +8.2% | +15.3% | -7.1% | -6.6% |
| 1Y | +7.5% | +22.6% | -15.1% | -12.9% |
| 3Y | +8.6% | +74.7% | -66.1% | -38.3% |
| 5Y | -2.5% | +66.1% | -68.6% | -43.1% |
| 10Y | +8.4% | +225.0% | -216.6% | -64.7% |
| All | +261.2% | +374.2% | -113.0% | -20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling