+80.5%
VTV vs UTHR
+138.8%
-58.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -2.1% | +2.8% | -4.8% | -2.3% |
| 30D | -1.3% | -2.3% | +0.9% | -1.1% |
| 3M | +5.6% | -7.4% | +13.0% | +6.4% |
| 6M | +12.4% | -6.0% | +18.4% | +12.9% |
| YTD | +17.6% | +3.4% | +14.2% | +16.7% |
| 1Y | +23.5% | +27.1% | -3.6% | +19.5% |
| 3Y | +67.0% | +123.8% | -56.8% | +45.5% |
| 5Y | +80.5% | +139.6% | -59.1% | +52.1% |
| All | +80.5% | +138.8% | -58.2% | +52.1% |
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