+879.3%
UNH vs VEU
+190.9%
+688.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 7D | +1.1% | +1.7% | -0.5% | 0.0% |
| 30D | -1.5% | +1.0% | -2.5% | -2.3% |
| 3M | -0.8% | +5.6% | -6.5% | -4.9% |
| 6M | +41.8% | +13.7% | +28.1% | +28.3% |
| YTD | +23.1% | +17.7% | +5.4% | +8.3% |
| 1Y | +28.5% | +25.8% | +2.8% | +8.1% |
| 3Y | -11.8% | +77.1% | -88.9% | -42.9% |
| 5Y | +5.3% | +57.1% | -51.8% | -26.8% |
| 10Y | +247.4% | +149.8% | +97.6% | +72.5% |
| All | +879.3% | +190.9% | +688.4% | +264.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling