+123.6%
UTHR vs VSXY
+339.2%
-215.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.5% |
| 7D | +2.8% | -0.3% | +3.1% | +2.8% |
| 30D | -2.3% | -22.1% | +19.8% | -1.5% |
| 3M | -7.4% | -1.1% | -6.3% | -7.5% |
| 6M | -6.0% | +53.8% | -59.8% | -8.1% |
| YTD | +3.4% | +35.5% | -32.1% | +1.3% |
| 1Y | +27.1% | +186.0% | -158.9% | +20.4% |
| All | +123.6% | +339.2% | -215.6% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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