+137,274.1%
UNH vs VZ
+1,018.0%
+136,256.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | +1.1% | +0.2% | +0.9% | +1.1% |
| 30D | -1.5% | +7.1% | -8.7% | -3.5% |
| 3M | -0.8% | +12.8% | -13.7% | -4.5% |
| 6M | +41.8% | +1.8% | +40.0% | +40.4% |
| YTD | +23.1% | +30.0% | -6.9% | +13.0% |
| 1Y | +28.5% | +24.3% | +4.2% | +19.4% |
| 3Y | -11.8% | +84.3% | -96.1% | -28.2% |
| 5Y | +5.3% | +25.9% | -20.6% | -4.6% |
| 10Y | +247.4% | +61.1% | +186.4% | +193.3% |
| All | +137,274.1% | +1,018.0% | +136,256.1% | +54,224.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling