-16.3%
UNH vs VZ
+83.7%
-100.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.6% | -2.5% |
| 7D | -4.5% | +0.9% | -5.5% | -4.6% |
| 30D | -6.5% | +7.7% | -14.3% | -7.2% |
| 3M | -6.0% | +9.7% | -15.6% | -6.9% |
| 6M | +33.7% | +3.1% | +30.6% | +33.2% |
| YTD | +16.4% | +30.5% | -14.1% | +12.1% |
| 1Y | +10.1% | +22.5% | -12.4% | +7.0% |
| 3Y | -16.3% | +82.4% | -98.7% | -19.9% |
| All | -16.3% | +83.7% | -100.0% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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