+1,171.4%
UNH vs VXUS
+164.4%
+1,007.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -1.1% |
| 7D | -1.6% | -0.5% | -1.0% | -1.3% |
| 30D | +6.5% | -1.2% | +7.6% | +7.1% |
| 3M | +0.8% | -3.8% | +4.6% | +3.1% |
| 6M | +6.1% | -1.7% | +7.7% | +6.3% |
| YTD | +24.5% | +11.4% | +13.1% | +13.9% |
| 1Y | +26.3% | +13.3% | +13.0% | +14.4% |
| 3Y | -20.7% | +70.0% | -90.7% | -46.6% |
| 5Y | -3.6% | +48.1% | -51.7% | -29.2% |
| 10Y | +225.1% | +147.1% | +78.0% | +62.8% |
| All | +1,171.4% | +164.4% | +1,007.0% | +497.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling