-89.8%
UNCY vs VOO
+87.9%
-177.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +2.1% |
| 7D | -1.3% | -0.4% | -1.0% | -1.1% |
| 30D | +2.0% | -1.4% | +3.4% | +3.1% |
| 3M | -29.6% | +3.7% | -33.3% | -31.9% |
| 6M | -27.4% | +13.0% | -40.4% | -34.1% |
| YTD | -11.3% | +12.4% | -23.7% | -19.2% |
| 1Y | +16.9% | +18.6% | -1.7% | +2.7% |
| 3Y | -31.0% | +78.1% | -109.1% | -53.7% |
| 5Y | -81.8% | +82.3% | -164.0% | -86.7% |
| All | -89.8% | +87.9% | -177.7% | -93.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling