-11.8%
UNH vs VXUS
+75.9%
-87.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +1.1% | +1.6% | -0.4% | +0.9% |
| 30D | -1.5% | +1.0% | -2.5% | -1.7% |
| 3M | -0.8% | +5.7% | -6.5% | -1.9% |
| 6M | +41.8% | +13.6% | +28.2% | +37.7% |
| YTD | +23.1% | +17.4% | +5.7% | +18.3% |
| 1Y | +28.5% | +25.1% | +3.4% | +21.9% |
| 3Y | -11.8% | +75.8% | -87.6% | -17.3% |
| All | -11.8% | +75.9% | -87.6% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 3y: compounded portfolio wealth divided by compounded VXUS 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…
3y analysis · Full analysis span regression · 6 months rolling