-15.7%
UNH vs VIK
+221.3%
-237.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.1% |
| 7D | -3.2% | -1.8% | -1.3% | -3.0% |
| 30D | -3.5% | -17.3% | +13.8% | -2.0% |
| 3M | -4.2% | -5.1% | +0.9% | -3.9% |
| 6M | +38.3% | +16.2% | +22.1% | +35.5% |
| YTD | +19.2% | +17.6% | +1.6% | +16.5% |
| 1Y | +15.0% | +33.5% | -18.6% | +10.9% |
| All | -15.7% | +221.3% | -237.0% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 3y: compounded portfolio wealth divided by compounded VIK 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…
3y analysis · Full analysis span regression · 6 months rolling