+1,089.5%
UTHR vs VOO
+800.4%
+289.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | +5.2% | +2.6% | +2.6% | +3.3% |
| 30D | +9.5% | -2.0% | +11.5% | +11.1% |
| 3M | +17.9% | -2.8% | +20.7% | +20.2% |
| 6M | +2.0% | +2.2% | -0.2% | 0.0% |
| YTD | +21.3% | +11.5% | +9.8% | +11.6% |
| 1Y | +27.9% | +13.5% | +14.4% | +16.1% |
| 3Y | +162.3% | +78.1% | +84.3% | +67.6% |
| 5Y | +190.7% | +73.1% | +117.6% | +86.1% |
| 10Y | +365.5% | +310.7% | +54.7% | +34.1% |
| All | +1,089.5% | +800.4% | +289.0% | +96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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