-83.6%
UNL vs VOO
+812.0%
-895.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -0.9% | +0.5% | -1.5% | -1.0% |
| 30D | -0.3% | -0.9% | +0.7% | -0.2% |
| 3M | -9.2% | +3.9% | -13.1% | -9.6% |
| 6M | -22.1% | +14.5% | -36.6% | -23.4% |
| YTD | -20.4% | +13.0% | -33.4% | -21.7% |
| 1Y | -24.3% | +19.4% | -43.7% | -26.1% |
| 3Y | -46.5% | +78.9% | -125.4% | -50.8% |
| 5Y | -54.4% | +82.3% | -136.6% | -58.4% |
| 10Y | -42.0% | +314.2% | -356.2% | -50.3% |
| All | -83.6% | +812.0% | -895.6% | -86.8% |
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