+228.4%
UNH vs VEU
+155.0%
+73.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -3.0% |
| 7D | -4.5% | -1.4% | -3.1% | -3.7% |
| 30D | -6.5% | -0.4% | -6.1% | -6.3% |
| 3M | -6.0% | +2.5% | -8.5% | -7.9% |
| 6M | +33.7% | +11.1% | +22.5% | +23.0% |
| YTD | +16.4% | +16.5% | -0.1% | +3.2% |
| 1Y | +10.1% | +22.9% | -12.8% | -6.0% |
| 3Y | -16.3% | +73.4% | -89.7% | -45.7% |
| 5Y | +2.1% | +56.1% | -54.0% | -28.2% |
| All | +228.4% | +155.0% | +73.4% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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