-60.1%
UNIT vs VOO
+321.7%
-381.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.9% |
| 7D | -2.9% | -2.0% | -1.0% | -0.4% |
| 30D | +6.5% | -1.7% | +8.1% | +8.9% |
| 3M | -15.0% | +4.7% | -19.7% | -20.0% |
| 6M | +15.4% | +12.6% | +2.9% | -0.4% |
| YTD | +40.8% | +11.8% | +29.0% | +22.4% |
| 1Y | +44.1% | +17.5% | +26.5% | +17.8% |
| 3Y | +37.9% | +77.0% | -39.1% | -32.8% |
| 5Y | -37.0% | +82.6% | -119.6% | -70.0% |
| All | -60.1% | +321.7% | -381.8% | -92.7% |
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