-0.5%
UNH vs VTI
+74.4%
-74.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.7% |
| 7D | -4.5% | -0.9% | -3.6% | -4.2% |
| 30D | -6.5% | -1.4% | -5.1% | -6.0% |
| 3M | -6.0% | +3.6% | -9.6% | -7.4% |
| 6M | +33.7% | +13.6% | +20.1% | +26.6% |
| YTD | +16.4% | +12.9% | +3.5% | +10.4% |
| 1Y | +10.1% | +17.2% | -7.1% | +2.9% |
| 3Y | -16.3% | +75.7% | -92.0% | -35.1% |
| All | -0.5% | +74.4% | -74.9% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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