+4,465.8%
VRTX vs UTHR
+8,620.1%
-4,154.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | +3.2% | -2.1% | +5.3% | +3.8% |
| 30D | +7.4% | +7.2% | +0.2% | +5.1% |
| 3M | +4.6% | +11.1% | -6.6% | +0.7% |
| 6M | +27.5% | +4.2% | +23.3% | +25.0% |
| YTD | +20.9% | +20.8% | 0.0% | +12.4% |
| 1Y | +30.1% | +29.7% | +0.4% | +18.5% |
| 3Y | +46.6% | +164.1% | -117.5% | +2.6% |
| 5Y | +191.6% | +190.7% | +0.9% | +94.8% |
| 10Y | +474.5% | +355.4% | +119.1% | +213.2% |
| All | +4,465.8% | +8,620.1% | -4,154.4% | +1,180.9% |
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