+87.1%
VTRS vs UTHR
+7,364.6%
-7,277.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -3.3% | +2.8% | -6.1% | -3.7% |
| 30D | +1.4% | -2.3% | +3.6% | +1.7% |
| 3M | +4.6% | -7.4% | +12.0% | +5.8% |
| 6M | +18.1% | -6.0% | +24.0% | +18.8% |
| YTD | +34.7% | +3.4% | +31.3% | +33.1% |
| 1Y | +65.6% | +27.1% | +38.6% | +58.1% |
| 3Y | +83.8% | +123.8% | -40.0% | +56.7% |
| 5Y | +46.5% | +139.6% | -93.2% | +22.1% |
| 10Y | -48.6% | +320.0% | -368.6% | -62.0% |
| All | +87.1% | +7,364.6% | -7,277.5% | +8.5% |
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