+140.3%
UTHR vs VIG
+62.2%
+78.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.1% |
| 7D | +3.0% | -1.2% | +4.2% | +3.7% |
| 30D | -4.3% | -2.8% | -1.5% | -2.7% |
| 3M | -8.4% | +2.5% | -10.8% | -9.8% |
| 6M | -4.2% | +8.1% | -12.3% | -8.7% |
| YTD | +4.0% | +9.6% | -5.5% | -1.6% |
| 1Y | +25.5% | +14.2% | +11.4% | +15.8% |
| 3Y | +125.1% | +56.1% | +69.0% | +72.8% |
| 5Y | +140.3% | +62.8% | +77.5% | +78.2% |
| All | +140.3% | +62.2% | +78.1% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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