-44.6%
VG vs UTHR
+58.6%
-103.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +14.0% | +5.2% | +8.8% | +14.1% |
| 30D | -1.0% | +9.5% | -10.4% | -0.6% |
| 3M | -2.7% | +17.9% | -20.6% | -2.2% |
| 6M | +1.5% | +2.0% | -0.5% | +1.5% |
| YTD | +93.7% | +21.3% | +72.4% | +95.2% |
| 1Y | +68.5% | +27.9% | +40.7% | +69.5% |
| All | -44.6% | +58.6% | -103.2% | -52.1% |
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