+112.0%
VSH vs UTHR
+23.3%
+88.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +5.0% | +4.5% |
| 7D | +4.1% | -5.4% | +9.5% | +4.5% |
| 30D | -4.2% | -6.0% | +1.9% | -3.6% |
| 3M | -50.0% | -11.0% | -39.0% | -49.5% |
| 6M | +80.2% | -0.5% | +80.7% | +78.5% |
| YTD | +121.1% | +0.1% | +121.0% | +120.0% |
| 1Y | +112.0% | +28.2% | +83.8% | +106.5% |
| All | +112.0% | +23.3% | +88.7% | +106.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling