+499.6%
UNF vs VOO
+800.4%
-300.9%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.0% |
| 7D | +0.2% | +2.6% | -2.4% | -2.1% |
| 30D | -8.6% | -2.0% | -6.7% | -7.2% |
| 3M | -18.0% | -2.8% | -15.2% | -16.2% |
| 6M | -7.8% | +2.2% | -10.0% | -10.3% |
| YTD | +22.7% | +11.5% | +11.2% | +9.9% |
| 1Y | +49.0% | +13.5% | +35.5% | +31.3% |
| 3Y | +44.8% | +78.1% | -33.3% | -17.0% |
| 5Y | +21.6% | +73.1% | -51.5% | -29.5% |
| 10Y | +77.7% | +310.7% | -233.1% | -58.8% |
| All | +499.6% | +800.4% | -300.9% | -53.0% |
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