+6.3%
UNFI vs VOO
+325.3%
-319.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.1% |
| 7D | +1.2% | -0.8% | +2.0% | +1.8% |
| 30D | -7.2% | -1.1% | -6.1% | -6.5% |
| 3M | -10.9% | +3.9% | -14.7% | -13.6% |
| 6M | +9.1% | +13.6% | -4.6% | -1.6% |
| YTD | +32.0% | +12.7% | +19.3% | +19.9% |
| 1Y | +50.0% | +17.6% | +32.4% | +31.8% |
| 3Y | +144.8% | +77.3% | +67.4% | +59.5% |
| 5Y | +21.8% | +84.1% | -62.3% | -22.7% |
| All | +6.3% | +325.3% | -319.0% | -61.1% |
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