+822.6%
VOO vs UTHR
+913.8%
-91.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.9% |
| 7D | +0.5% | -2.9% | +3.4% | +1.0% |
| 30D | -0.9% | -7.6% | +6.7% | +0.3% |
| 3M | +3.9% | -8.6% | +12.5% | +5.3% |
| 6M | +14.5% | +4.1% | +10.4% | +13.2% |
| YTD | +13.0% | +2.2% | +10.8% | +11.7% |
| 1Y | +19.4% | +26.2% | -6.8% | +13.7% |
| 3Y | +78.9% | +121.2% | -42.3% | +49.8% |
| 5Y | +82.3% | +136.5% | -54.3% | +48.4% |
| 10Y | +314.2% | +300.1% | +14.1% | +188.4% |
| All | +822.6% | +913.8% | -91.2% | +403.6% |
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