+881.1%
UTHR vs VOO
+817.1%
+64.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.3% |
| 7D | -5.4% | +0.1% | -5.5% | -5.5% |
| 30D | -6.0% | +0.1% | -6.1% | -6.1% |
| 3M | -11.0% | +2.0% | -13.0% | -12.5% |
| 6M | -0.5% | +13.0% | -13.6% | -9.3% |
| YTD | +0.1% | +13.6% | -13.5% | -9.1% |
| 1Y | +28.2% | +20.1% | +8.1% | +11.6% |
| 3Y | +113.8% | +77.6% | +36.3% | +36.9% |
| 5Y | +131.3% | +82.4% | +48.9% | +42.1% |
| 10Y | +296.7% | +316.8% | -20.1% | +13.4% |
| All | +881.1% | +817.1% | +64.0% | +60.4% |
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