+124.9%
UTHR vs VEU
+74.2%
+50.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.0% |
| 7D | +3.0% | +0.3% | +2.7% | +2.9% |
| 30D | -4.3% | +0.7% | -5.0% | -4.6% |
| 3M | -8.4% | +4.7% | -13.1% | -10.1% |
| 6M | -4.2% | +11.6% | -15.9% | -8.5% |
| YTD | +4.0% | +16.8% | -12.8% | -2.3% |
| 1Y | +25.5% | +24.9% | +0.6% | +14.9% |
| All | +124.9% | +74.2% | +50.7% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling