+948.7%
VTI vs UTHR
+7,697.2%
-6,748.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.8% |
| 7D | -0.4% | +3.0% | -3.4% | -0.8% |
| 30D | -1.6% | -4.3% | +2.7% | -1.0% |
| 3M | +3.6% | -8.4% | +11.9% | +4.8% |
| 6M | +13.0% | -4.2% | +17.2% | +13.4% |
| YTD | +12.7% | +4.0% | +8.7% | +11.3% |
| 1Y | +18.4% | +25.5% | -7.1% | +13.3% |
| 3Y | +76.4% | +125.1% | -48.7% | +50.4% |
| 5Y | +73.7% | +140.3% | -66.6% | +44.7% |
| 10Y | +302.5% | +322.5% | -20.0% | +195.1% |
| All | +948.7% | +7,697.2% | -6,748.5% | +408.1% |
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