+297.8%
VTI vs UTHR
+313.7%
-15.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.0% |
| 7D | -0.9% | +1.9% | -2.8% | -1.2% |
| 30D | -1.4% | -2.9% | +1.4% | -1.0% |
| 3M | +3.6% | -8.9% | +12.4% | +5.1% |
| 6M | +13.6% | -8.7% | +22.3% | +14.9% |
| YTD | +12.9% | +2.0% | +10.9% | +11.7% |
| 1Y | +17.2% | +22.8% | -5.6% | +11.9% |
| 3Y | +75.7% | +120.6% | -44.9% | +44.9% |
| 5Y | +75.4% | +136.4% | -61.0% | +39.8% |
| All | +297.8% | +313.7% | -15.9% | +157.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling