-89.4%
UNCY vs VOO
+88.4%
-177.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.0% |
| 7D | +2.5% | -0.8% | +3.3% | +3.1% |
| 30D | -1.9% | -1.1% | -0.8% | -1.0% |
| 3M | -31.2% | +3.9% | -35.1% | -33.5% |
| 6M | -24.9% | +13.6% | -38.5% | -32.1% |
| YTD | -8.3% | +12.7% | -21.0% | -16.7% |
| 1Y | +29.3% | +17.6% | +11.8% | +14.3% |
| 3Y | -26.1% | +77.3% | -103.4% | -50.4% |
| 5Y | -81.9% | +84.1% | -166.1% | -87.1% |
| All | -89.4% | +88.4% | -177.8% | -93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling