-16.3%
UNH vs VSXY
+352.7%
-369.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.1% | -5.4% | -2.4% |
| 7D | -4.5% | +0.1% | -4.7% | -4.5% |
| 30D | -6.5% | -18.7% | +12.1% | -6.2% |
| 3M | -6.0% | -4.0% | -2.0% | -5.9% |
| 6M | +33.7% | +67.5% | -33.8% | +31.7% |
| YTD | +16.4% | +39.7% | -23.3% | +15.2% |
| 1Y | +10.1% | +180.0% | -169.9% | +8.0% |
| 3Y | -16.3% | +337.3% | -353.6% | -17.8% |
| All | -16.3% | +352.7% | -369.0% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling