-14.5%
VMC vs UTHR
+25.1%
-39.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.0% | -3.2% |
| 7D | -5.3% | +3.0% | -8.3% | -5.3% |
| 30D | -12.3% | -4.3% | -7.9% | -12.2% |
| 3M | -10.3% | -8.4% | -1.9% | -10.2% |
| 6M | -8.6% | -4.2% | -4.3% | -8.4% |
| YTD | -11.9% | +4.0% | -15.9% | -10.6% |
| All | -14.5% | +25.1% | -39.6% | -12.2% |
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