+11.9%
VT vs UTHR
+31.0%
-19.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | -0.5% |
| 7D | -0.1% | -2.1% | +2.0% | 0.0% |
| 30D | -3.1% | +7.2% | -10.2% | -3.3% |
| 3M | -3.5% | +11.1% | -14.6% | -3.7% |
| 6M | +0.5% | +4.2% | -3.7% | +0.7% |
| YTD | +10.8% | +20.8% | -10.0% | +9.7% |
| 1Y | +11.9% | +29.7% | -17.8% | +9.0% |
| All | +11.9% | +31.0% | -19.1% | +9.0% |
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 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