+2,109.6%
UTHR vs VEU
+174.2%
+1,935.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | +5.2% | +2.1% | +3.1% | +4.1% |
| 30D | +9.5% | -0.9% | +10.4% | +10.1% |
| 3M | +17.9% | -5.4% | +23.3% | +21.2% |
| 6M | +2.0% | -1.8% | +3.8% | +2.4% |
| YTD | +21.3% | +10.9% | +10.4% | +13.8% |
| 1Y | +27.9% | +13.6% | +14.3% | +18.3% |
| 3Y | +162.3% | +69.3% | +93.1% | +93.9% |
| 5Y | +190.7% | +48.1% | +142.6% | +129.1% |
| 10Y | +365.5% | +148.0% | +217.5% | +177.1% |
| All | +2,109.6% | +174.2% | +1,935.4% | +1,007.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling