+228.4%
UNH vs ITOT
+303.4%
-75.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -3.0% |
| 7D | -4.5% | -0.9% | -3.6% | -3.9% |
| 30D | -6.5% | -1.5% | -5.1% | -5.6% |
| 3M | -6.0% | +3.6% | -9.6% | -8.6% |
| 6M | +33.7% | +13.7% | +20.0% | +21.0% |
| YTD | +16.4% | +12.9% | +3.5% | +5.8% |
| 1Y | +10.1% | +17.2% | -7.1% | -2.7% |
| 3Y | -16.3% | +75.6% | -91.9% | -47.9% |
| 5Y | +2.1% | +75.5% | -73.4% | -37.7% |
| All | +228.4% | +303.4% | -75.1% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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