+228.7%
VTV vs UTHR
+313.7%
-85.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.1% | +0.9% |
| 7D | -1.1% | +1.9% | -3.0% | -1.4% |
| 30D | -1.0% | -2.9% | +1.8% | -0.6% |
| 3M | +4.6% | -8.9% | +13.5% | +6.1% |
| 6M | +13.5% | -8.7% | +22.2% | +14.8% |
| YTD | +18.5% | +2.0% | +16.5% | +17.2% |
| 1Y | +22.9% | +22.8% | +0.1% | +17.5% |
| 3Y | +67.8% | +120.6% | -52.8% | +39.6% |
| 5Y | +81.8% | +136.4% | -54.6% | +46.5% |
| All | +228.7% | +313.7% | -85.0% | +115.5% |
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 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