+5.9%
UNH vs VO
+41.5%
-35.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.6% |
| 7D | -1.7% | -0.6% | -1.1% | -1.4% |
| 30D | -3.8% | -1.9% | -1.9% | -3.1% |
| 3M | -4.3% | +3.3% | -7.5% | -5.6% |
| 6M | +38.6% | +9.7% | +28.9% | +33.2% |
| YTD | +20.7% | +12.6% | +8.1% | +14.7% |
| 1Y | +16.0% | +13.6% | +2.4% | +10.0% |
| 3Y | -13.5% | +56.8% | -70.3% | -28.5% |
| All | +5.9% | +41.5% | -35.6% | -9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling