+3,492.5%
UNH vs VTI
+953.2%
+2,539.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.5% |
| 7D | -1.7% | -0.4% | -1.3% | -1.4% |
| 30D | -3.8% | -1.6% | -2.2% | -2.6% |
| 3M | -4.3% | +3.6% | -7.9% | -7.2% |
| 6M | +38.6% | +13.0% | +25.6% | +25.0% |
| YTD | +20.7% | +12.7% | +8.0% | +9.0% |
| 1Y | +16.0% | +18.4% | -2.4% | +0.6% |
| 3Y | -13.5% | +76.4% | -89.9% | -47.7% |
| 5Y | +3.5% | +73.7% | -70.2% | -38.2% |
| 10Y | +245.3% | +302.5% | -57.2% | 0.0% |
| All | +3,492.5% | +953.2% | +2,539.3% | +349.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling