+1,722.5%
UTHR vs VEU
+192.1%
+1,530.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.8% |
| 7D | -5.4% | +1.1% | -6.6% | -6.0% |
| 30D | -6.0% | +2.2% | -8.2% | -7.2% |
| 3M | -11.0% | +3.0% | -14.0% | -12.7% |
| 6M | -0.5% | +10.9% | -11.4% | -6.5% |
| YTD | +0.1% | +18.2% | -18.1% | -9.2% |
| 1Y | +28.2% | +28.3% | -0.1% | +11.2% |
| 3Y | +113.8% | +74.6% | +39.2% | +55.6% |
| 5Y | +131.3% | +56.4% | +74.9% | +77.4% |
| 10Y | +296.7% | +153.0% | +143.7% | +133.8% |
| All | +1,722.5% | +192.1% | +1,530.4% | +784.5% |
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