+8.6%
UNH vs VST
-22.5%
+31.1%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.6% | -10.9% | +0.1% |
| 7D | -3.2% | -9.8% | +6.7% | -3.7% |
| 30D | +4.8% | -25.1% | +30.0% | +3.0% |
| 3M | -1.8% | -11.6% | +9.8% | -2.6% |
| 6M | +8.6% | -20.9% | +29.5% | +6.8% |
| All | +8.6% | -22.5% | +31.1% | +6.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling