+132,969.6%
UNH vs VTRS
+548.0%
+132,421.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | -3.2% | -3.3% | +0.1% | -2.5% |
| 30D | -3.5% | +1.4% | -4.8% | -3.8% |
| 3M | -4.2% | +4.6% | -8.8% | -5.2% |
| 6M | +38.3% | +18.1% | +20.2% | +33.2% |
| YTD | +19.2% | +34.7% | -15.5% | +11.3% |
| 1Y | +15.0% | +65.6% | -50.7% | +2.5% |
| 3Y | -14.5% | +83.8% | -98.3% | -27.2% |
| 5Y | +4.6% | +46.5% | -41.9% | -8.8% |
| 10Y | +241.1% | -48.6% | +289.7% | +247.9% |
| All | +132,969.6% | +548.0% | +132,421.6% | +51,214.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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