+3,319.5%
V vs UNH
+1,437.7%
+1,881.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | -0.2% |
| 7D | +0.8% | +0.2% | +0.6% | +0.8% |
| 30D | +9.9% | +6.8% | +3.1% | +7.6% |
| 3M | +17.5% | -0.3% | +17.8% | +17.4% |
| 6M | +33.5% | +7.9% | +25.6% | +29.7% |
| YTD | +21.6% | +25.1% | -3.6% | +11.1% |
| 1Y | +27.6% | +29.3% | -1.8% | +15.2% |
| 3Y | +76.4% | -20.3% | +96.7% | +76.9% |
| 5Y | +103.8% | -3.6% | +107.4% | +88.2% |
| 10Y | +455.5% | +227.5% | +228.0% | +230.5% |
| All | +3,319.5% | +1,437.7% | +1,881.8% | +948.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling