+1,564.2%
UNH vs VTV
+706.8%
+857.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.6% |
| 7D | -3.2% | -2.1% | -1.1% | -1.3% |
| 30D | -3.5% | -1.3% | -2.1% | -2.3% |
| 3M | -4.2% | +5.6% | -9.8% | -8.8% |
| 6M | +38.3% | +12.4% | +25.9% | +24.4% |
| YTD | +19.2% | +17.6% | +1.6% | +3.0% |
| 1Y | +15.0% | +23.5% | -8.5% | -4.8% |
| 3Y | -14.5% | +67.0% | -81.6% | -46.7% |
| 5Y | +4.6% | +80.5% | -76.0% | -39.6% |
| 10Y | +241.1% | +230.6% | +10.5% | +15.5% |
| All | +1,564.2% | +706.8% | +857.4% | +138.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling