+124.9%
UTHR vs VO
+56.0%
+68.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.1% |
| 7D | +3.0% | -0.6% | +3.6% | +3.2% |
| 30D | -4.3% | -1.9% | -2.4% | -3.6% |
| 3M | -8.4% | +3.3% | -11.6% | -9.8% |
| 6M | -4.2% | +9.7% | -13.9% | -8.3% |
| YTD | +4.0% | +12.6% | -8.6% | -1.7% |
| 1Y | +25.5% | +13.6% | +11.9% | +18.0% |
| All | +124.9% | +56.0% | +68.9% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling