+143.6%
VLO vs UTHR
+23.3%
+120.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | -0.1% |
| 7D | +5.2% | -5.4% | +10.6% | +4.2% |
| 30D | +22.6% | -6.0% | +28.6% | +21.4% |
| 3M | +43.8% | -11.0% | +54.7% | +41.2% |
| 6M | +65.7% | -0.5% | +66.3% | +64.3% |
| YTD | +131.1% | +0.1% | +131.0% | +128.0% |
| 1Y | +143.6% | +28.2% | +115.5% | +134.9% |
| All | +143.6% | +23.3% | +120.4% | +134.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling