-0.5%
UNH vs VRSK
-11.8%
+11.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -4.5% | -5.2% | +0.6% | -3.5% |
| 30D | -6.5% | -2.3% | -4.2% | -6.2% |
| 3M | -6.0% | -2.9% | -3.1% | -6.0% |
| 6M | +33.7% | -12.8% | +46.5% | +37.3% |
| YTD | +16.4% | -20.8% | +37.2% | +22.6% |
| 1Y | +10.1% | -33.2% | +43.3% | +21.7% |
| 3Y | -16.3% | -26.6% | +10.3% | -11.3% |
| All | -0.5% | -11.8% | +11.3% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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