-1.2%
VSAT vs UTHR
+321.8%
-323.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.8% | -8.7% | -7.3% |
| 7D | +3.5% | +3.0% | +0.5% | +2.8% |
| 30D | -14.7% | -4.3% | -10.4% | -14.0% |
| 3M | +13.2% | -8.4% | +21.5% | +15.2% |
| 6M | +57.4% | -4.2% | +61.6% | +57.9% |
| YTD | +110.0% | +4.0% | +106.0% | +106.0% |
| 1Y | +134.4% | +25.5% | +108.9% | +119.2% |
| 3Y | +203.5% | +125.1% | +78.4% | +137.0% |
| 5Y | +47.1% | +140.3% | -93.2% | +10.7% |
| All | -1.2% | +321.8% | -323.0% | -44.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling