+1,908.2%
UNH price history and return analytics
+371.8%
+1,536.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.3% |
| 7D | +1.1% | +1.0% | +0.1% | +0.3% |
| 30D | -1.5% | -0.2% | -1.3% | -1.4% |
| 3M | -0.8% | +4.5% | -5.4% | -4.7% |
| 6M | +41.8% | +14.1% | +27.8% | +26.6% |
| YTD | +23.1% | +14.8% | +8.3% | +9.1% |
| 1Y | +28.5% | +21.2% | +7.3% | +9.0% |
| 3Y | -11.8% | +76.6% | -88.3% | -46.6% |
| 5Y | +5.3% | +66.6% | -61.2% | -34.2% |
| 10Y | +247.4% | +222.3% | +25.2% | +23.4% |
| All | +1,908.2% | +371.8% | +1,536.4% | +435.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling