+3.5%
UNH price history and return analytics
+65.7%
-62.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | -1.7% | -0.1% | -1.5% | -1.6% |
| 30D | -3.8% | -0.7% | -3.2% | -3.6% |
| 3M | -4.3% | +4.0% | -8.3% | -5.9% |
| 6M | +38.6% | +12.3% | +26.3% | +31.6% |
| YTD | +20.7% | +14.0% | +6.7% | +13.7% |
| 1Y | +16.0% | +20.3% | -4.3% | +6.9% |
| 3Y | -13.5% | +75.4% | -88.9% | -33.4% |
| 5Y | +3.5% | +66.0% | -62.5% | -16.9% |
| All | +3.5% | +65.7% | -62.2% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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