+4.6%
UNH vs VSH
+64.0%
-59.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -1.1% |
| 7D | -3.2% | +2.8% | -5.9% | -3.3% |
| 30D | -3.5% | -6.0% | +2.5% | -3.1% |
| 3M | -4.2% | -42.6% | +38.5% | -1.2% |
| 6M | +38.3% | +82.1% | -43.8% | +28.0% |
| YTD | +19.2% | +117.5% | -98.3% | +8.4% |
| 1Y | +15.0% | +109.0% | -94.0% | +4.7% |
| 3Y | -14.5% | +34.9% | -49.4% | -18.8% |
| 5Y | +4.6% | +65.1% | -60.5% | -6.2% |
| All | +4.6% | +64.0% | -59.4% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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