+5.3%
UNH vs VCIT
+3.7%
+1.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +1.1% | +0.1% | +1.1% | +1.1% |
| 30D | -1.5% | -0.8% | -0.8% | -1.3% |
| 3M | -0.8% | -0.5% | -0.3% | -0.7% |
| 6M | +41.8% | -1.4% | +43.2% | +42.3% |
| YTD | +23.1% | -0.8% | +23.9% | +23.3% |
| 1Y | +28.5% | +0.3% | +28.2% | +28.5% |
| 3Y | -11.8% | +19.2% | -31.0% | -15.8% |
| 5Y | +5.3% | +3.6% | +1.8% | +4.7% |
| All | +5.3% | +3.7% | +1.7% | +4.7% |
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