+31.4%
UNH vs VGT
+40.8%
-9.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.3% | -1.0% |
| 7D | +1.1% | +1.0% | +0.1% | +1.0% |
| 30D | -3.8% | +1.3% | -5.1% | -3.9% |
| 3M | +0.7% | -1.1% | +1.9% | +1.0% |
| 6M | +37.9% | +32.6% | +5.2% | +27.8% |
| YTD | +21.9% | +29.0% | -7.1% | +12.7% |
| 1Y | +31.4% | +39.7% | -8.3% | +27.0% |
| All | +31.4% | +40.8% | -9.4% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling