+3.5%
UNH vs VXUS
+54.3%
-50.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.2% | -1.7% |
| 7D | -1.7% | +0.3% | -1.9% | -1.7% |
| 30D | -3.8% | +0.7% | -4.5% | -4.0% |
| 3M | -4.3% | +4.8% | -9.0% | -5.8% |
| 6M | +38.6% | +11.3% | +27.3% | +33.2% |
| YTD | +20.7% | +16.5% | +4.2% | +13.8% |
| 1Y | +16.0% | +24.3% | -8.3% | +7.0% |
| 3Y | -13.5% | +74.5% | -88.0% | -30.0% |
| 5Y | +3.5% | +54.3% | -50.8% | -8.4% |
| All | +3.5% | +54.3% | -50.8% | -8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling