+46.4%
VTRS vs UTHR
+135.8%
-89.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.0% |
| 7D | -2.2% | +1.9% | -4.1% | -2.5% |
| 30D | +3.3% | -2.9% | +6.2% | +3.7% |
| 3M | +2.0% | -8.9% | +10.8% | +3.3% |
| 6M | +19.9% | -8.7% | +28.7% | +21.2% |
| YTD | +35.7% | +2.0% | +33.7% | +34.6% |
| 1Y | +68.1% | +22.8% | +45.3% | +61.7% |
| 3Y | +87.1% | +120.6% | -33.5% | +58.5% |
| All | +46.4% | +135.8% | -89.4% | +16.1% |
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 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