+183.8%
VXUS vs UTHR
+612.9%
-429.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +1.0% | -5.4% | +6.4% | +1.9% |
| 30D | +2.2% | -6.0% | +8.2% | +3.1% |
| 3M | +3.0% | -11.0% | +13.9% | +4.7% |
| 6M | +10.7% | -0.5% | +11.2% | +10.3% |
| YTD | +17.8% | +0.1% | +17.8% | +17.1% |
| 1Y | +27.6% | +28.2% | -0.6% | +21.6% |
| 3Y | +73.3% | +113.8% | -40.5% | +47.4% |
| 5Y | +54.3% | +131.3% | -77.0% | +27.4% |
| 10Y | +149.8% | +296.7% | -146.9% | +76.6% |
| All | +183.8% | +612.9% | -429.1% | +60.6% |
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 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