+66.6%
VT vs UTHR
+133.0%
-66.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +0.4% | -5.4% | +5.9% | +1.0% |
| 30D | +1.0% | -6.0% | +7.0% | +1.5% |
| 3M | +2.4% | -11.0% | +13.4% | +3.5% |
| 6M | +12.0% | -0.5% | +12.5% | +11.8% |
| YTD | +15.3% | +0.1% | +15.3% | +14.9% |
| 1Y | +22.6% | +28.2% | -5.6% | +18.8% |
| 3Y | +74.7% | +113.8% | -39.1% | +54.7% |
| All | +66.6% | +133.0% | -66.4% | +42.6% |
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 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