+2,267.4%
VGT vs UTHR
+4,457.1%
-2,189.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.9% | +0.4% |
| 7D | +1.0% | -5.4% | +6.4% | +2.0% |
| 30D | +1.3% | -6.0% | +7.3% | +2.4% |
| 3M | -1.1% | -11.0% | +9.8% | +0.8% |
| 6M | +32.6% | -0.5% | +33.2% | +32.0% |
| YTD | +29.0% | +0.1% | +28.9% | +27.9% |
| 1Y | +39.7% | +28.2% | +11.5% | +31.8% |
| 3Y | +120.9% | +113.8% | +7.1% | +83.4% |
| 5Y | +133.6% | +131.3% | +2.2% | +87.7% |
| 10Y | +792.6% | +296.7% | +495.8% | +513.1% |
| All | +2,267.4% | +4,457.1% | -2,189.7% | +896.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling