-6.7%
UNH vs VCIT
+3.2%
-10.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | +4.8% | +1.9% | +2.9% | +4.3% |
| 3M | -1.8% | -1.4% | -0.4% | -1.5% |
| 6M | +8.6% | -2.1% | +10.7% | +9.2% |
| YTD | +21.8% | -1.6% | +23.4% | +22.3% |
| 1Y | +25.8% | -0.9% | +26.7% | +26.1% |
| 3Y | -21.3% | +20.0% | -41.3% | -25.3% |
| All | -6.7% | +3.2% | -10.0% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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