+13.8%
VRT vs UNH
+28.3%
-14.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.2% | -14.1% | -12.8% |
| 7D | -15.4% | +0.6% | -16.0% | -15.3% |
| 30D | -19.0% | +8.1% | -27.1% | -18.7% |
| 3M | -23.8% | +1.1% | -24.9% | -23.6% |
| 6M | -37.9% | +11.7% | -49.6% | -37.7% |
| YTD | +27.0% | +26.5% | +0.5% | +21.7% |
| 1Y | +13.8% | +27.0% | -13.2% | +9.4% |
| All | +13.8% | +28.3% | -14.5% | +9.4% |
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