+119.7%
UTHR vs VLTO
+27.2%
+92.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.3% |
| 7D | -5.4% | -2.3% | -3.1% | -5.0% |
| 30D | -6.0% | -0.9% | -5.2% | -5.9% |
| 3M | -11.0% | +13.8% | -24.8% | -13.2% |
| 6M | -0.5% | +2.0% | -2.5% | -1.2% |
| YTD | +0.1% | -3.2% | +3.3% | +0.4% |
| 1Y | +28.2% | -9.2% | +37.3% | +30.4% |
| All | +119.7% | +27.2% | +92.5% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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