-51.5%
UNIT vs VOO
+347.4%
-398.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +5.0% | +0.1% | +4.9% | +5.0% |
| 3M | -13.7% | +2.0% | -15.8% | -16.1% |
| 6M | +29.7% | +13.0% | +16.7% | +11.4% |
| YTD | +45.1% | +13.6% | +31.5% | +23.8% |
| 1Y | +62.7% | +20.1% | +42.6% | +29.8% |
| 3Y | +24.6% | +77.6% | -53.0% | -39.0% |
| 5Y | -37.6% | +82.4% | -120.0% | -70.0% |
| 10Y | -59.8% | +316.8% | -376.6% | -92.5% |
| All | -51.5% | +347.4% | -398.8% | -91.6% |
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