+306.8%
UTHR price history and return analytics
+229.7%
+77.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.2% |
| 7D | +3.0% | -0.1% | +3.1% | +3.1% |
| 30D | -4.3% | -0.7% | -3.6% | -4.0% |
| 3M | -8.4% | +4.0% | -12.4% | -10.9% |
| 6M | -4.2% | +12.3% | -16.5% | -11.7% |
| YTD | +4.0% | +14.0% | -10.0% | -5.1% |
| 1Y | +25.5% | +20.3% | +5.2% | +10.4% |
| 3Y | +125.1% | +75.4% | +49.7% | +51.3% |
| 5Y | +140.3% | +66.0% | +74.4% | +67.2% |
| All | +306.8% | +229.7% | +77.1% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling