+1,584.7%
UNH vs VGT
+2,276.4%
-691.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | -1.7% | +1.5% | -3.1% | -2.5% |
| 30D | -3.8% | +0.5% | -4.4% | -4.3% |
| 3M | -4.3% | +5.3% | -9.5% | -7.9% |
| 6M | +38.6% | +32.4% | +6.2% | +16.2% |
| YTD | +20.7% | +28.6% | -7.9% | +2.5% |
| 1Y | +16.0% | +37.6% | -21.6% | -5.7% |
| 3Y | -13.5% | +125.5% | -139.0% | -50.9% |
| 5Y | +3.5% | +135.2% | -131.7% | -45.6% |
| 10Y | +245.3% | +812.9% | -567.5% | -34.3% |
| All | +1,584.7% | +2,276.4% | -691.8% | +45.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling