+111.7%
VSH vs UTHR
+25.1%
+86.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.6% |
| 7D | +3.5% | +3.0% | +0.5% | +3.3% |
| 30D | -4.4% | -4.3% | -0.1% | -4.0% |
| 3M | -45.8% | -8.4% | -37.4% | -45.4% |
| 6M | +90.1% | -4.2% | +94.4% | +90.3% |
| YTD | +120.3% | +4.0% | +116.3% | +118.6% |
| All | +111.7% | +25.1% | +86.5% | +112.2% |
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