+76.3%
VUG vs UTHR
+139.1%
-62.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.6% |
| 7D | +0.9% | -2.9% | +3.7% | +1.1% |
| 30D | -1.4% | -7.6% | +6.2% | -0.7% |
| 3M | +2.3% | -8.6% | +10.9% | +3.1% |
| 6M | +15.7% | +4.1% | +11.5% | +14.8% |
| YTD | +8.6% | +2.2% | +6.4% | +7.9% |
| 1Y | +14.1% | +26.2% | -12.1% | +10.7% |
| 3Y | +87.9% | +121.2% | -33.3% | +66.2% |
| 5Y | +76.3% | +136.5% | -60.2% | +53.6% |
| All | +76.3% | +139.1% | -62.7% | +53.6% |
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