+361.0%
VRT vs UNH
-20.3%
+381.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -3.0% |
| 7D | -17.7% | +0.2% | -17.9% | -17.7% |
| 30D | -20.0% | +6.8% | -26.8% | -19.8% |
| 3M | -28.1% | -0.3% | -27.8% | -28.0% |
| 6M | -42.8% | +7.9% | -50.7% | -42.7% |
| YTD | +20.0% | +25.1% | -5.2% | +19.8% |
| 1Y | +3.5% | +29.3% | -25.8% | +3.6% |
| All | +361.0% | -20.3% | +381.3% | +361.4% |
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 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