+1,674.3%
UNH vs VCIT
+98.3%
+1,576.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.1% | -0.3% | +1.4% | +1.1% |
| 30D | -3.8% | -0.8% | -3.0% | -3.6% |
| 3M | +0.7% | -1.0% | +1.8% | +0.9% |
| 6M | +37.9% | -1.8% | +39.7% | +38.3% |
| YTD | +21.9% | -0.7% | +22.6% | +22.1% |
| 1Y | +31.4% | +1.0% | +30.4% | +31.2% |
| 3Y | -11.4% | +18.8% | -30.2% | -14.2% |
| 5Y | +2.5% | +3.5% | -0.9% | +1.0% |
| 10Y | +242.9% | +29.2% | +213.6% | +247.8% |
| All | +1,674.3% | +98.3% | +1,576.0% | +2,234.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling