-42.9%
UNL vs VOO
+325.3%
-368.2%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | +0.1% |
| 7D | -0.7% | -0.8% | +0.1% | -0.6% |
| 30D | -3.2% | -1.1% | -2.1% | -3.0% |
| 3M | -8.5% | +3.9% | -12.4% | -9.0% |
| 6M | -21.8% | +13.6% | -35.4% | -23.3% |
| YTD | -21.1% | +12.7% | -33.8% | -22.7% |
| 1Y | -24.1% | +17.6% | -41.7% | -26.2% |
| 3Y | -46.9% | +77.3% | -124.2% | -52.1% |
| 5Y | -55.9% | +84.1% | -140.0% | -60.8% |
| All | -42.9% | +325.3% | -368.2% | -49.0% |
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 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