+40.2%
UNH vs RVMD
+622.3%
-582.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -4.5% | -3.0% | -1.6% | -4.3% |
| 30D | -6.5% | -0.7% | -5.8% | -6.5% |
| 3M | -6.0% | +36.5% | -42.5% | -8.2% |
| 6M | +33.7% | +104.6% | -71.0% | +26.1% |
| YTD | +16.4% | +155.8% | -139.4% | +7.4% |
| 1Y | +10.1% | +340.7% | -330.6% | -2.8% |
| 3Y | -16.3% | +519.9% | -536.2% | -29.4% |
| 5Y | +2.1% | +584.9% | -582.8% | -17.3% |
| All | +40.2% | +622.3% | -582.1% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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