+139.6%
UTHR vs VEU
+53.0%
+86.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | +2.8% | -1.9% | +4.7% | +3.5% |
| 30D | -2.3% | -0.7% | -1.5% | -2.0% |
| 3M | -7.4% | +4.9% | -12.3% | -9.5% |
| 6M | -6.0% | +9.8% | -15.8% | -10.1% |
| YTD | +3.4% | +15.3% | -11.9% | -3.1% |
| 1Y | +27.1% | +23.0% | +4.0% | +15.7% |
| 3Y | +123.8% | +73.5% | +50.3% | +73.5% |
| 5Y | +139.6% | +54.5% | +85.1% | +113.1% |
| All | +139.6% | +53.0% | +86.6% | +113.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling