+4.6%
UNH vs VZ
+25.6%
-21.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -3.2% | -1.2% | -1.9% | -2.9% |
| 30D | -3.5% | +5.7% | -9.2% | -4.4% |
| 3M | -4.2% | +8.2% | -12.4% | -5.6% |
| 6M | +38.3% | +1.7% | +36.6% | +37.7% |
| YTD | +19.2% | +28.9% | -9.6% | +12.6% |
| 1Y | +15.0% | +22.7% | -7.8% | +9.7% |
| 3Y | -14.5% | +82.7% | -97.2% | -26.9% |
| 5Y | +4.6% | +26.4% | -21.8% | +5.3% |
| All | +4.6% | +25.6% | -21.1% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling