+599.8%
UNF vs VOO
+817.1%
-217.3%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.5% |
| 7D | -2.3% | +0.1% | -2.4% | -2.4% |
| 30D | -5.0% | +0.1% | -5.0% | -5.1% |
| 3M | +1.6% | +2.0% | -0.4% | -0.6% |
| 6M | +19.5% | +13.0% | +6.4% | +6.2% |
| YTD | +43.2% | +13.6% | +29.6% | +26.5% |
| 1Y | +55.0% | +20.1% | +34.9% | +30.0% |
| 3Y | +56.8% | +77.6% | -20.7% | -9.6% |
| 5Y | +24.4% | +82.4% | -58.1% | -31.3% |
| 10Y | +121.8% | +316.8% | -195.0% | -49.1% |
| All | +599.8% | +817.1% | -217.3% | -45.9% |
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