+953.6%
VRT vs UTHR
+140.7%
+812.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.8% | -11.4% | -9.8% |
| 7D | +2.4% | +3.0% | -0.6% | +2.0% |
| 30D | -2.7% | -4.3% | +1.6% | -2.2% |
| 3M | -9.2% | -8.4% | -0.8% | -8.3% |
| 6M | -0.5% | -4.2% | +3.7% | -0.3% |
| YTD | +62.3% | +4.0% | +58.3% | +60.6% |
| 1Y | +109.6% | +25.5% | +84.1% | +102.4% |
| 3Y | +573.1% | +125.1% | +447.9% | +489.2% |
| 5Y | +953.6% | +140.3% | +813.3% | +763.0% |
| All | +953.6% | +140.7% | +812.9% | +763.0% |
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