-20.5%
UNH vs VO
+66.5%
-87.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.9% |
| 7D | +2.4% | +2.9% | -0.6% | +1.2% |
| 30D | +7.2% | +1.0% | +6.2% | +6.8% |
| 3M | +0.5% | -1.7% | +2.2% | +1.1% |
| 6M | +3.4% | +6.7% | -3.3% | +0.9% |
| YTD | +25.2% | +14.0% | +11.2% | +19.0% |
| 1Y | +22.7% | +13.7% | +9.0% | +16.8% |
| All | -20.5% | +66.5% | -87.0% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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