-75.2%
UNIT vs VOO
+309.6%
-384.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -0.4% | +13.9% | +14.0% |
| 7D | -6.5% | +2.6% | -9.1% | -10.2% |
| 30D | -13.5% | -2.0% | -11.5% | -11.9% |
| 3M | -50.2% | -2.8% | -47.4% | -48.6% |
| 6M | -56.8% | +2.2% | -59.0% | -58.3% |
| YTD | -30.4% | +11.5% | -41.9% | -39.7% |
| 1Y | -19.1% | +13.5% | -32.6% | -31.5% |
| 3Y | -28.5% | +78.1% | -106.6% | -65.8% |
| 5Y | -70.9% | +73.1% | -144.1% | -85.3% |
| All | -75.2% | +309.6% | -384.8% | -95.7% |
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