+46.9%
ULTA price history and return analytics
+65.7%
-18.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.3% |
| 7D | -3.1% | -1.1% | -2.0% | -2.1% |
| 30D | +2.8% | -1.0% | +3.8% | +3.7% |
| 3M | +14.8% | +3.2% | +11.6% | +11.2% |
| 6M | -16.2% | +12.5% | -28.7% | -25.5% |
| YTD | -9.6% | +14.1% | -23.7% | -20.8% |
| 1Y | +4.8% | +18.9% | -14.1% | -12.0% |
| 3Y | +30.7% | +74.1% | -43.4% | -24.5% |
| All | +46.9% | +65.7% | -18.8% | -5.9% |
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 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