+217.3%
VZ vs UTHR
+8,620.1%
-8,402.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.5% | +0.5% |
| 7D | +2.4% | -2.1% | +4.5% | +2.5% |
| 30D | +11.2% | +7.2% | +4.0% | +10.7% |
| 3M | 0.0% | +11.1% | -11.1% | -0.8% |
| 6M | +1.3% | +4.2% | -2.9% | +0.8% |
| YTD | +21.3% | +20.8% | +0.5% | +19.3% |
| 1Y | +23.9% | +29.7% | -5.7% | +21.4% |
| 3Y | +57.7% | +164.1% | -106.5% | +45.7% |
| 5Y | +21.2% | +190.7% | -169.5% | +10.8% |
| 10Y | +70.6% | +355.4% | -284.8% | +48.7% |
| All | +217.3% | +8,620.1% | -8,402.8% | +125.4% |
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