+66.7%
VSH vs UTHR
+139.1%
-72.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.2% | -1.3% |
| 7D | +6.2% | -2.9% | +9.1% | +6.6% |
| 30D | -11.1% | -7.6% | -3.5% | -10.2% |
| 3M | -44.9% | -8.6% | -36.3% | -44.3% |
| 6M | +90.0% | +4.1% | +85.8% | +87.8% |
| YTD | +118.8% | +2.2% | +116.6% | +116.9% |
| 1Y | +109.0% | +26.2% | +82.8% | +100.8% |
| 3Y | +35.6% | +121.2% | -85.6% | +16.9% |
| 5Y | +66.7% | +136.5% | -69.8% | +38.0% |
| All | +66.7% | +139.1% | -72.3% | +38.0% |
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