+228.4%
UNH vs VRSN
+299.1%
-70.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.9% |
| 7D | -4.5% | +0.2% | -4.8% | -4.7% |
| 30D | -6.5% | +3.8% | -10.3% | -8.0% |
| 3M | -6.0% | +5.0% | -11.0% | -8.4% |
| 6M | +33.7% | +24.9% | +8.8% | +20.4% |
| YTD | +16.4% | +21.6% | -5.2% | +5.6% |
| 1Y | +10.1% | +2.4% | +7.7% | +7.1% |
| 3Y | -16.3% | +47.3% | -63.7% | -31.4% |
| 5Y | +2.1% | +34.7% | -32.6% | -15.3% |
| All | +228.4% | +299.1% | -70.7% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling