-81.7%
UNCY vs VOO
+82.8%
-164.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -33.4% |
| 6M | -24.9% | +13.6% | -38.5% | -31.9% |
| YTD | -8.3% | +12.7% | -21.0% | -16.4% |
| 1Y | +29.3% | +17.6% | +11.8% | +14.7% |
| 3Y | -26.1% | +77.3% | -103.4% | -49.5% |
| All | -81.7% | +82.8% | -164.5% | -86.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling