-24.1%
UNL vs VOO
+18.2%
-42.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | +0.6% |
| 7D | -0.7% | -0.8% | +0.1% | -1.1% |
| 30D | -3.2% | -1.1% | -2.1% | -3.7% |
| 3M | -8.5% | +3.9% | -12.4% | -6.5% |
| 6M | -21.8% | +13.6% | -35.4% | -14.7% |
| YTD | -21.1% | +12.7% | -33.8% | -15.0% |
| 1Y | -24.1% | +17.6% | -41.7% | -17.4% |
| All | -24.1% | +18.2% | -42.3% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling