+64.8%
ULH price history and return analytics
+229.8%
-165.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.9% |
| 7D | -2.6% | -1.1% | -1.5% | -1.4% |
| 30D | -5.2% | -1.0% | -4.2% | -4.1% |
| 3M | +4.4% | +3.2% | +1.2% | +0.4% |
| 6M | +29.6% | +12.5% | +17.2% | +13.0% |
| YTD | +24.1% | +14.1% | +10.0% | +6.9% |
| 1Y | -24.6% | +18.9% | -43.5% | -37.8% |
| 3Y | -22.0% | +74.1% | -96.1% | -56.9% |
| 5Y | -2.6% | +66.9% | -69.5% | -43.8% |
| All | +64.8% | +229.8% | -165.0% | -52.3% |
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