+31.4%
UNH vs VST
-20.6%
+52.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.5% | -1.0% |
| 7D | +1.1% | +8.9% | -7.8% | +1.0% |
| 30D | -3.8% | +6.2% | -10.0% | -3.8% |
| 3M | +0.7% | -2.7% | +3.5% | +0.7% |
| 6M | +37.9% | -8.4% | +46.2% | +38.0% |
| YTD | +21.9% | -7.2% | +29.1% | +22.3% |
| 1Y | +31.4% | -20.9% | +52.3% | +34.0% |
| All | +31.4% | -20.6% | +52.0% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 1y: compounded portfolio wealth divided by compounded VST 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…
1y analysis · Full analysis span regression · 6 months rolling