+228.4%
UNH vs VTV
+234.5%
-6.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -3.0% |
| 7D | -4.5% | -1.1% | -3.4% | -3.6% |
| 30D | -6.5% | -1.0% | -5.5% | -5.7% |
| 3M | -6.0% | +4.6% | -10.6% | -9.9% |
| 6M | +33.7% | +13.5% | +20.2% | +18.5% |
| YTD | +16.4% | +18.5% | -2.1% | -0.9% |
| 1Y | +10.1% | +22.9% | -12.8% | -9.2% |
| 3Y | -16.3% | +67.8% | -84.2% | -49.4% |
| 5Y | +2.1% | +81.8% | -79.7% | -43.6% |
| All | +228.4% | +234.5% | -6.1% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling