+53.4%
VT vs UTHR
+179.7%
-126.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | -2.3% | -6.1% | +3.8% | -1.7% |
| 30D | -5.0% | +3.1% | -8.1% | -5.2% |
| 3M | -4.9% | +5.5% | -10.3% | -5.4% |
| 6M | -1.5% | -5.8% | +4.3% | -1.1% |
| YTD | +8.5% | +15.3% | -6.9% | +6.6% |
| 1Y | +11.4% | +23.8% | -12.4% | +8.6% |
| 3Y | +70.1% | +146.3% | -76.2% | +49.1% |
| All | +53.4% | +179.7% | -126.3% | +28.8% |
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