+35.6%
VSH vs UTHR
+123.2%
-87.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.2% | -1.3% |
| 7D | +6.2% | -2.9% | +9.1% | +6.5% |
| 30D | -11.1% | -7.6% | -3.5% | -10.4% |
| 3M | -44.9% | -8.6% | -36.3% | -44.4% |
| 6M | +90.0% | +4.1% | +85.8% | +88.0% |
| YTD | +118.8% | +2.2% | +116.6% | +117.2% |
| 1Y | +109.0% | +26.2% | +82.8% | +102.0% |
| 3Y | +35.6% | +121.2% | -85.6% | +23.7% |
| All | +35.6% | +123.2% | -87.5% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling