+2,723.0%
VRT vs UNH
+79.2%
+2,643.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.3% | +4.6% |
| 7D | +9.1% | +1.1% | +8.1% | +8.9% |
| 30D | +0.9% | -3.8% | +4.7% | +1.7% |
| 3M | -13.4% | +0.7% | -14.1% | -13.8% |
| 6M | +11.7% | +37.9% | -26.2% | +3.1% |
| YTD | +73.2% | +21.9% | +51.3% | +62.7% |
| 1Y | +123.4% | +31.4% | +92.0% | +105.0% |
| 3Y | +606.2% | -11.4% | +617.6% | +565.8% |
| 5Y | +899.9% | +2.5% | +897.4% | +779.4% |
| All | +2,723.0% | +79.2% | +2,643.8% | +1,841.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling