+82.2%
IVV vs UNH
+3.9%
+78.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | +0.5% | +1.1% | -0.6% | +0.4% |
| 30D | -1.0% | -1.5% | +0.6% | -0.8% |
| 3M | +3.9% | -0.8% | +4.7% | +3.9% |
| 6M | +14.5% | +41.8% | -27.3% | +9.3% |
| YTD | +12.9% | +23.1% | -10.2% | +9.2% |
| 1Y | +19.4% | +28.5% | -9.2% | +14.6% |
| 3Y | +78.8% | -11.8% | +90.6% | +73.4% |
| 5Y | +82.2% | +5.3% | +76.8% | +62.4% |
| All | +82.2% | +3.9% | +78.3% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 5y: compounded portfolio wealth divided by compounded UNH 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…
5y analysis · Full analysis span regression · 6 months rolling