+1,761.2%
UTHR vs VEU
+190.9%
+1,570.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.3% |
| 7D | -2.9% | +1.7% | -4.5% | -3.7% |
| 30D | -7.6% | +1.0% | -8.6% | -8.1% |
| 3M | -8.6% | +5.6% | -14.2% | -11.5% |
| 6M | +4.1% | +13.7% | -9.5% | -3.4% |
| YTD | +2.2% | +17.7% | -15.5% | -7.0% |
| 1Y | +26.2% | +25.8% | +0.4% | +10.7% |
| 3Y | +121.2% | +77.1% | +44.1% | +59.7% |
| 5Y | +136.5% | +57.1% | +79.4% | +80.9% |
| 10Y | +300.1% | +149.8% | +150.3% | +137.3% |
| All | +1,761.2% | +190.9% | +1,570.3% | +805.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VEU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling