-17.8%
UNH vs VLTO
+54.8%
-72.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -3.2% | +5.4% | -8.5% | -3.9% |
| 30D | +4.8% | +22.3% | -17.5% | +1.8% |
| 3M | -1.8% | +19.6% | -21.4% | -4.4% |
| 6M | +8.6% | +35.2% | -26.6% | +3.8% |
| YTD | +21.8% | +17.9% | +3.9% | +18.5% |
| 1Y | +25.8% | +19.5% | +6.3% | +22.2% |
| 3Y | -21.3% | +73.9% | -95.2% | -25.2% |
| All | -17.8% | +54.8% | -72.6% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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