+4,490.6%
VRTX vs UTHR
+8,529.0%
-4,038.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.6% | -2.9% | -0.4% |
| 7D | -0.4% | -2.3% | +1.9% | +0.2% |
| 30D | +8.0% | +6.1% | +1.9% | +6.0% |
| 3M | +11.0% | +8.1% | +3.0% | +7.7% |
| 6M | +28.2% | +3.1% | +25.1% | +26.1% |
| YTD | +21.5% | +19.5% | +2.0% | +13.4% |
| 1Y | +34.5% | +29.7% | +4.8% | +22.6% |
| 3Y | +49.5% | +162.7% | -113.2% | +4.8% |
| 5Y | +188.3% | +192.8% | -4.5% | +92.1% |
| 10Y | +493.1% | +348.1% | +145.0% | +224.8% |
| All | +4,490.6% | +8,529.0% | -4,038.5% | +1,191.9% |
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