+136.5%
UTHR vs VO
+43.2%
+93.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.3% |
| 7D | -2.9% | +0.6% | -3.5% | -3.1% |
| 30D | -7.6% | -1.1% | -6.5% | -7.2% |
| 3M | -8.6% | +4.5% | -13.1% | -10.3% |
| 6M | +4.1% | +11.1% | -6.9% | -0.4% |
| YTD | +2.2% | +13.5% | -11.3% | -3.2% |
| 1Y | +26.2% | +14.5% | +11.7% | +19.0% |
| 3Y | +121.2% | +58.1% | +63.1% | +82.4% |
| 5Y | +136.5% | +43.3% | +93.3% | +107.5% |
| All | +136.5% | +43.2% | +93.3% | +107.5% |
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 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