+37.0%
VSAT vs UTHR
+196.1%
-159.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.5% |
| 7D | -0.5% | -2.1% | +1.6% | 0.0% |
| 30D | +4.0% | +7.2% | -3.2% | +2.9% |
| 3M | -11.8% | +11.1% | -22.9% | -13.3% |
| 6M | +6.9% | +4.2% | +2.7% | +6.1% |
| YTD | +117.2% | +20.8% | +96.4% | +109.3% |
| 1Y | +102.4% | +29.7% | +72.8% | +92.5% |
| 3Y | +295.5% | +164.1% | +131.3% | +219.2% |
| 5Y | +37.0% | +190.7% | -153.6% | +5.0% |
| All | +37.0% | +196.1% | -159.1% | +5.0% |
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 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