+35.2%
ULH price history and return analytics
+371.8%
-336.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | +1.0% | +1.0% | 0.0% | -0.2% |
| 30D | -6.9% | -0.2% | -6.6% | -6.6% |
| 3M | +4.9% | +4.5% | +0.3% | -0.6% |
| 6M | +22.9% | +14.1% | +8.8% | +5.8% |
| YTD | +24.6% | +14.8% | +9.9% | +7.2% |
| 1Y | -21.5% | +21.2% | -42.7% | -36.3% |
| 3Y | -22.9% | +76.6% | -99.5% | -58.1% |
| 5Y | -4.1% | +66.6% | -70.7% | -44.6% |
| 10Y | +63.4% | +222.3% | -158.9% | -54.7% |
| All | +35.2% | +371.8% | -336.6% | -71.9% |
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