+52.5%
V vs UNH
-11.7%
+64.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.8% |
| 7D | -1.1% | +1.1% | -2.2% | -1.2% |
| 30D | +1.9% | -1.5% | +3.4% | +2.0% |
| 3M | +15.5% | -0.8% | +16.4% | +15.5% |
| 6M | +16.6% | +41.8% | -25.2% | +12.7% |
| YTD | +5.7% | +23.1% | -17.3% | +3.2% |
| 1Y | +8.6% | +28.5% | -20.0% | +5.6% |
| 3Y | +52.5% | -11.8% | +64.3% | +53.5% |
| All | +52.5% | -11.7% | +64.2% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling