+27.7%
V vs UNH
+23.6%
+4.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +0.9% | +3.4% | -2.5% | +0.5% |
| 30D | +9.0% | +3.0% | +6.0% | +8.6% |
| 3M | +16.7% | +2.7% | +14.0% | +16.2% |
| 6M | +33.4% | +2.8% | +30.6% | +32.6% |
| YTD | +22.4% | +25.9% | -3.5% | +16.3% |
| 1Y | +27.7% | +25.8% | +1.9% | +21.2% |
| All | +27.7% | +23.6% | +4.0% | +21.2% |
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