-0.5%
UNH vs VTR
+87.5%
-88.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | -4.5% | -0.3% | -4.2% | -4.5% |
| 30D | -6.5% | +1.1% | -7.6% | -6.7% |
| 3M | -6.0% | +7.9% | -13.9% | -7.0% |
| 6M | +33.7% | +6.2% | +27.5% | +32.4% |
| YTD | +16.4% | +17.7% | -1.3% | +13.7% |
| 1Y | +10.1% | +32.9% | -22.8% | +5.6% |
| 3Y | -16.3% | +129.7% | -146.0% | -26.1% |
| All | -0.5% | +87.5% | -88.1% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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