+1,024.4%
VRT vs UNH
+3.9%
+1,020.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.7% | +3.6% |
| 7D | +13.6% | +1.1% | +12.5% | +13.5% |
| 30D | +6.8% | -1.5% | +8.3% | +6.9% |
| 3M | -3.2% | -0.8% | -2.4% | -3.3% |
| 6M | +20.3% | +41.8% | -21.5% | +16.1% |
| YTD | +79.6% | +23.1% | +56.5% | +74.1% |
| 1Y | +139.0% | +28.5% | +110.5% | +130.2% |
| 3Y | +644.6% | -11.8% | +656.4% | +598.0% |
| 5Y | +1,024.4% | +5.3% | +1,019.0% | +855.7% |
| All | +1,024.4% | +3.9% | +1,020.5% | +855.7% |
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 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