+160.2%
VXUS vs UTHR
+721.7%
-561.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.2% |
| 7D | -1.8% | -6.1% | +4.4% | -0.8% |
| 30D | -4.6% | +3.1% | -7.7% | -5.0% |
| 3M | -6.1% | +5.5% | -11.5% | -7.1% |
| 6M | -4.9% | -5.8% | +0.9% | -4.4% |
| YTD | +8.1% | +15.3% | -7.3% | +4.8% |
| 1Y | +12.1% | +23.8% | -11.7% | +7.4% |
| 3Y | +63.9% | +146.3% | -82.4% | +36.1% |
| 5Y | +43.1% | +177.8% | -134.7% | +14.5% |
| 10Y | +139.2% | +392.4% | -253.2% | +63.0% |
| All | +160.2% | +721.7% | -561.4% | +43.7% |
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