-0.5%
UNH vs VEU
+55.0%
-55.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.7% |
| 7D | -4.5% | -1.4% | -3.1% | -4.1% |
| 30D | -6.5% | -0.4% | -6.1% | -6.4% |
| 3M | -6.0% | +2.5% | -8.5% | -6.8% |
| 6M | +33.7% | +11.1% | +22.5% | +28.5% |
| YTD | +16.4% | +16.5% | -0.1% | +9.7% |
| 1Y | +10.1% | +22.9% | -12.8% | +1.9% |
| 3Y | -16.3% | +73.4% | -89.7% | -32.1% |
| All | -0.5% | +55.0% | -55.5% | -12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling