+145.4%
VLO vs UTHR
+28.4%
+117.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.9% |
| 7D | +6.2% | +3.0% | +3.2% | +6.8% |
| 30D | +23.5% | -4.3% | +27.8% | +22.6% |
| 3M | +53.9% | -8.4% | +62.2% | +51.8% |
| 6M | +81.7% | -4.2% | +85.9% | +80.2% |
| YTD | +142.5% | +4.0% | +138.4% | +141.0% |
| 1Y | +145.4% | +25.5% | +119.9% | +142.2% |
| All | +145.4% | +28.4% | +117.0% | +142.2% |
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