+1,393.4%
UNH vs VOO
+807.8%
+585.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.6% |
| 7D | -1.7% | -0.4% | -1.3% | -1.4% |
| 30D | -3.8% | -1.4% | -2.5% | -2.8% |
| 3M | -4.3% | +3.7% | -8.0% | -7.4% |
| 6M | +38.6% | +13.0% | +25.6% | +24.7% |
| YTD | +20.7% | +12.4% | +8.2% | +8.9% |
| 1Y | +16.0% | +18.6% | -2.6% | +0.2% |
| 3Y | -13.5% | +78.1% | -91.5% | -49.0% |
| 5Y | +3.5% | +82.3% | -78.8% | -41.7% |
| 10Y | +245.3% | +322.5% | -77.2% | -14.1% |
| All | +1,393.4% | +807.8% | +585.6% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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