+54.7%
VSAT vs UTHR
+139.1%
-84.4%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.1% | +1.1% | +2.9% |
| 7D | +17.3% | -2.9% | +20.2% | +17.8% |
| 30D | -3.3% | -7.6% | +4.3% | -2.1% |
| 3M | +18.7% | -8.6% | +27.3% | +20.4% |
| 6M | +77.6% | +4.1% | +73.4% | +75.4% |
| YTD | +125.6% | +2.2% | +123.4% | +123.2% |
| 1Y | +158.3% | +26.2% | +132.1% | +144.9% |
| 3Y | +226.1% | +121.2% | +104.9% | +168.0% |
| 5Y | +54.7% | +136.5% | -81.9% | +19.1% |
| All | +54.7% | +139.1% | -84.4% | +19.1% |
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