+718.4%
VTV vs UTHR
+4,553.9%
-3,835.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -1.2% |
| 7D | +0.3% | -2.9% | +3.2% | +0.8% |
| 30D | +0.1% | -7.6% | +7.7% | +1.4% |
| 3M | +6.2% | -8.6% | +14.8% | +7.6% |
| 6M | +13.5% | +4.1% | +9.3% | +12.2% |
| YTD | +18.9% | +2.2% | +16.7% | +17.6% |
| 1Y | +25.8% | +26.2% | -0.4% | +19.8% |
| 3Y | +68.7% | +121.2% | -52.5% | +42.2% |
| 5Y | +80.3% | +136.5% | -56.2% | +48.2% |
| 10Y | +226.3% | +300.1% | -73.8% | +133.2% |
| All | +718.4% | +4,553.9% | -3,835.5% | +294.7% |
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