+1,934.0%
VRT vs UNH
+85.0%
+1,849.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.2% | -3.7% |
| 7D | +10.5% | +3.4% | +7.1% | +9.7% |
| 30D | -9.3% | +3.0% | -12.3% | -9.9% |
| 3M | -29.6% | +2.7% | -32.3% | -30.1% |
| 6M | -45.4% | +2.8% | -48.1% | -45.9% |
| YTD | +24.8% | +25.9% | -1.1% | +16.3% |
| 1Y | +23.6% | +25.8% | -2.2% | +14.9% |
| 3Y | +379.7% | -20.0% | +399.7% | +376.4% |
| 5Y | +660.3% | -2.8% | +663.2% | +588.2% |
| All | +1,934.0% | +85.0% | +1,849.0% | +1,287.3% |
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