+8,083.1%
UNH vs VRSN
+6,422.7%
+1,660.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.3% |
| 7D | +1.1% | -2.1% | +3.3% | +1.4% |
| 30D | -1.5% | -3.9% | +2.4% | -1.1% |
| 3M | -0.8% | -0.1% | -0.7% | -1.0% |
| 6M | +41.8% | +16.4% | +25.4% | +38.7% |
| YTD | +23.1% | +17.2% | +5.8% | +20.2% |
| 1Y | +28.5% | +1.0% | +27.5% | +27.8% |
| 3Y | -11.8% | +39.1% | -50.9% | -15.9% |
| 5Y | +5.3% | +29.0% | -23.7% | +0.8% |
| 10Y | +247.4% | +275.8% | -28.4% | +197.8% |
| All | +8,083.1% | +6,422.7% | +1,660.5% | +4,563.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling