-50.2%
VG vs UTHR
+56.3%
-106.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.6% | -1.3% | +2.4% |
| 7D | -8.3% | -2.3% | -6.0% | -8.4% |
| 30D | -10.3% | +6.1% | -16.4% | -10.1% |
| 3M | -10.8% | +8.1% | -18.9% | -10.6% |
| 6M | +3.5% | +3.1% | +0.4% | +3.5% |
| YTD | +74.0% | +19.5% | +54.4% | +75.2% |
| 1Y | +48.9% | +29.7% | +19.1% | +49.5% |
| All | -50.2% | +56.3% | -106.5% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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