-56.1%
UNL vs VOO
+81.4%
-137.5%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | -2.7% | -0.4% | -2.3% | -2.6% |
| 30D | -3.2% | -1.4% | -1.8% | -2.9% |
| 3M | -10.2% | +3.7% | -14.0% | -11.0% |
| 6M | -19.6% | +13.0% | -32.6% | -21.8% |
| YTD | -21.5% | +12.4% | -34.0% | -23.8% |
| 1Y | -26.0% | +18.6% | -44.6% | -29.2% |
| 3Y | -47.3% | +78.1% | -125.3% | -56.4% |
| All | -56.1% | +81.4% | -137.5% | -64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling