+83.7%
VOO vs UNH
+1.1%
+82.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.1% |
| 7D | -0.8% | -4.5% | +3.8% | -0.2% |
| 30D | -1.1% | -6.5% | +5.5% | -0.3% |
| 3M | +3.9% | -6.0% | +9.9% | +4.5% |
| 6M | +13.6% | +33.7% | -20.0% | +9.3% |
| YTD | +12.7% | +16.4% | -3.7% | +9.7% |
| 1Y | +17.6% | +10.1% | +7.5% | +15.2% |
| 3Y | +77.3% | -16.3% | +93.6% | +72.8% |
| All | +83.7% | +1.1% | +82.6% | +64.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling