+2,723.0%
VRT vs UTHR
+314.0%
+2,409.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.5% |
| 7D | +9.1% | -5.4% | +14.5% | +10.3% |
| 30D | +0.9% | -6.0% | +7.0% | +2.1% |
| 3M | -13.4% | -11.0% | -2.4% | -11.6% |
| 6M | +11.7% | -0.5% | +12.2% | +11.0% |
| YTD | +73.2% | +0.1% | +73.2% | +71.8% |
| 1Y | +123.4% | +28.2% | +95.3% | +110.0% |
| 3Y | +606.2% | +113.8% | +492.3% | +468.1% |
| 5Y | +899.9% | +131.3% | +768.6% | +664.1% |
| All | +2,723.0% | +314.0% | +2,409.1% | +1,470.0% |
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 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