+192.8%
UTHR vs VO
+36.2%
+156.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.7% | +0.9% | +2.6% |
| 7D | -2.3% | -0.1% | -2.2% | -2.2% |
| 30D | +6.1% | +0.5% | +5.6% | +6.0% |
| 3M | +8.1% | -1.0% | +9.1% | +8.5% |
| 6M | +3.1% | +6.4% | -3.3% | +0.5% |
| YTD | +19.5% | +13.6% | +6.0% | +13.5% |
| 1Y | +29.7% | +14.5% | +15.3% | +22.7% |
| 3Y | +162.7% | +67.2% | +95.5% | +114.2% |
| 5Y | +192.8% | +36.1% | +156.7% | +165.6% |
| All | +192.8% | +36.2% | +156.6% | +165.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling