+134.5%
UTHR vs VT
+66.2%
+68.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.4% | +0.4% | -5.9% | -5.6% |
| 30D | -6.0% | +1.0% | -7.0% | -6.5% |
| 3M | -11.0% | +2.4% | -13.4% | -12.1% |
| 6M | -0.5% | +12.0% | -12.5% | -5.8% |
| YTD | +0.1% | +15.3% | -15.3% | -6.5% |
| 1Y | +28.2% | +22.6% | +5.6% | +16.4% |
| 3Y | +113.8% | +74.7% | +39.1% | +63.5% |
| All | +134.5% | +66.2% | +68.3% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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