+25.0%
V vs UNH
+26.6%
-1.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.4% | +2.4% | -2.7% | -0.7% |
| 30D | +6.3% | +7.2% | -0.9% | +5.4% |
| 3M | +17.2% | +0.5% | +16.7% | +17.0% |
| 6M | +29.2% | +3.4% | +25.8% | +28.3% |
| YTD | +20.8% | +25.2% | -4.4% | +14.8% |
| 1Y | +25.0% | +22.7% | +2.3% | +19.8% |
| All | +25.0% | +26.6% | -1.6% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 1y: compounded portfolio wealth divided by compounded UNH 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…
1y analysis · Full analysis span regression · 6 months rolling