+295.1%
VSH vs UTHR
+7,123.9%
-6,828.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +5.0% | +4.5% |
| 7D | +4.1% | -5.4% | +9.5% | +5.2% |
| 30D | -4.2% | -6.0% | +1.9% | -3.0% |
| 3M | -50.0% | -11.0% | -39.0% | -48.9% |
| 6M | +80.2% | -0.5% | +80.7% | +79.2% |
| YTD | +121.1% | +0.1% | +121.0% | +119.3% |
| 1Y | +112.0% | +28.2% | +83.8% | +99.2% |
| 3Y | +22.5% | +113.8% | -91.3% | +0.5% |
| 5Y | +64.0% | +131.3% | -67.3% | +30.0% |
| 10Y | +170.4% | +296.7% | -126.3% | +85.4% |
| All | +295.1% | +7,123.9% | -6,828.7% | +32.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling