+2.9%
UNH vs VT
+66.2%
-63.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.1% | +0.4% | +0.6% | +0.9% |
| 30D | -3.8% | +1.0% | -4.8% | -4.2% |
| 3M | +0.7% | +2.4% | -1.6% | -0.4% |
| 6M | +37.9% | +12.0% | +25.9% | +31.0% |
| YTD | +21.9% | +15.3% | +6.6% | +14.3% |
| 1Y | +31.4% | +22.6% | +8.8% | +20.1% |
| 3Y | -11.4% | +74.7% | -86.1% | -31.6% |
| All | +2.9% | +66.2% | -63.3% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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