+8,292.8%
UNH vs VTR
+1,484.0%
+6,808.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | -1.7% | -2.9% | +1.3% | -1.1% |
| 30D | -3.8% | -2.8% | -1.0% | -3.3% |
| 3M | -4.3% | +9.0% | -13.3% | -6.1% |
| 6M | +38.6% | +5.0% | +33.7% | +36.9% |
| YTD | +20.7% | +16.9% | +3.8% | +16.5% |
| 1Y | +16.0% | +34.3% | -18.3% | +8.7% |
| 3Y | -13.5% | +131.6% | -145.0% | -28.2% |
| 5Y | +3.5% | +88.0% | -84.5% | -11.7% |
| 10Y | +245.3% | +97.8% | +147.6% | +170.4% |
| All | +8,292.8% | +1,484.0% | +6,808.8% | +4,229.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling