+1,145.5%
UNH vs VXUS
+179.6%
+965.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.3% |
| 7D | +1.1% | +1.0% | 0.0% | +0.4% |
| 30D | -3.8% | +2.2% | -6.0% | -5.2% |
| 3M | +0.7% | +3.0% | -2.2% | -1.6% |
| 6M | +37.9% | +10.7% | +27.2% | +27.7% |
| YTD | +21.9% | +17.8% | +4.1% | +7.9% |
| 1Y | +31.4% | +27.6% | +3.8% | +10.2% |
| 3Y | -11.4% | +73.3% | -84.7% | -40.9% |
| 5Y | +2.5% | +54.3% | -51.8% | -26.5% |
| 10Y | +242.9% | +149.8% | +93.0% | +70.7% |
| All | +1,145.5% | +179.6% | +965.8% | +465.3% |
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 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