+109.6%
VRT vs UNH
+21.4%
+88.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.9% | -7.7% | -9.6% |
| 7D | +2.4% | -1.7% | +4.1% | +2.4% |
| 30D | -2.7% | -3.8% | +1.2% | -2.7% |
| 3M | -9.2% | -4.3% | -4.9% | -9.2% |
| 6M | -0.5% | +38.6% | -39.1% | -2.3% |
| YTD | +62.3% | +20.7% | +41.7% | +54.7% |
| 1Y | +109.6% | +16.0% | +93.6% | +108.7% |
| All | +109.6% | +21.4% | +88.2% | +108.7% |
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