+246.4%
VSH vs UTHR
+8,689.8%
-8,443.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.6% |
| 7D | +26.2% | +4.9% | +21.3% | +25.1% |
| 30D | -12.5% | +9.2% | -21.7% | -13.9% |
| 3M | -16.9% | +15.9% | -32.9% | -19.6% |
| 6M | -17.0% | +2.0% | -19.0% | -17.6% |
| YTD | +93.8% | +21.8% | +72.1% | +84.4% |
| 1Y | +99.3% | +28.6% | +70.8% | +87.5% |
| 3Y | +35.0% | +166.2% | -131.3% | +5.8% |
| 5Y | +45.8% | +191.8% | -146.0% | +10.1% |
| 10Y | +127.1% | +367.2% | -240.0% | +50.6% |
| All | +246.4% | +8,689.8% | -8,443.4% | +11.5% |
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 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