+121.5%
UNF vs VOO
+325.3%
-203.8%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.8% |
| 7D | -0.2% | -0.8% | +0.6% | +0.5% |
| 30D | -5.2% | -1.1% | -4.1% | -4.4% |
| 3M | -0.2% | +3.9% | -4.1% | -3.6% |
| 6M | +0.2% | +13.6% | -13.4% | -10.3% |
| YTD | +43.0% | +12.7% | +30.3% | +28.7% |
| 1Y | +56.8% | +17.6% | +39.2% | +36.1% |
| 3Y | +64.2% | +77.3% | -13.2% | -0.1% |
| 5Y | +26.6% | +84.1% | -57.5% | -26.4% |
| All | +121.5% | +325.3% | -203.8% | -38.7% |
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