+238.3%
VZ vs UTHR
+7,123.9%
-6,885.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | +0.1% | -5.4% | +5.5% | +0.4% |
| 30D | +7.9% | -6.0% | +13.9% | +8.3% |
| 3M | +13.6% | -11.0% | +24.6% | +14.5% |
| 6M | +1.1% | -0.5% | +1.6% | +0.9% |
| YTD | +29.3% | +0.1% | +29.2% | +28.9% |
| 1Y | +21.2% | +28.2% | -6.9% | +18.9% |
| 3Y | +75.9% | +113.8% | -37.9% | +65.0% |
| 5Y | +24.1% | +131.3% | -107.2% | +15.2% |
| 10Y | +62.4% | +296.7% | -234.3% | +43.0% |
| All | +238.3% | +7,123.9% | -6,885.6% | +143.5% |
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