-0.5%
UNH vs VGT
+136.3%
-136.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -2.6% |
| 7D | -4.5% | -0.2% | -4.4% | -4.5% |
| 30D | -6.5% | -0.4% | -6.1% | -6.5% |
| 3M | -6.0% | +4.4% | -10.4% | -6.8% |
| 6M | +33.7% | +32.1% | +1.6% | +26.6% |
| YTD | +16.4% | +28.8% | -12.4% | +10.6% |
| 1Y | +10.1% | +35.3% | -25.3% | +3.6% |
| 3Y | -16.3% | +124.8% | -141.1% | -31.0% |
| All | -0.5% | +136.3% | -136.8% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling