+132.6%
VIAV vs UTHR
+138.8%
-6.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -4.0% | -4.5% |
| 7D | +11.2% | +2.8% | +8.4% | +10.8% |
| 30D | -2.6% | -2.3% | -0.3% | -2.4% |
| 3M | -20.1% | -7.4% | -12.7% | -19.4% |
| 6M | +25.8% | -6.0% | +31.8% | +26.4% |
| YTD | +109.9% | +3.4% | +106.5% | +107.9% |
| 1Y | +214.3% | +27.1% | +187.2% | +203.4% |
| 3Y | +281.6% | +123.8% | +157.8% | +236.6% |
| 5Y | +132.6% | +139.6% | -7.0% | +98.1% |
| All | +132.6% | +138.8% | -6.2% | +98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling