-13.0%
UNH vs VIK
+236.8%
-249.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.7% |
| 7D | +1.1% | +3.6% | -2.4% | +0.8% |
| 30D | -1.5% | -16.7% | +15.2% | -0.1% |
| 3M | -0.8% | -1.1% | +0.2% | -0.9% |
| 6M | +41.8% | +27.8% | +14.0% | +37.7% |
| YTD | +23.1% | +23.3% | -0.3% | +19.7% |
| 1Y | +28.5% | +38.2% | -9.7% | +23.6% |
| All | -13.0% | +236.8% | -249.8% | -20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling