+10.1%
UNH vs VUG
+13.0%
-2.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.5% |
| 7D | -4.5% | -0.5% | -4.1% | -4.5% |
| 30D | -6.5% | -1.0% | -5.6% | -6.4% |
| 3M | -6.0% | +3.5% | -9.5% | -6.7% |
| 6M | +33.7% | +14.2% | +19.5% | +26.7% |
| YTD | +16.4% | +8.5% | +7.9% | +11.3% |
| 1Y | +10.1% | +12.9% | -2.8% | +5.9% |
| All | +10.1% | +13.0% | -2.9% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling