+268.9%
UNM vs VOO
+325.3%
-56.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.9% |
| 7D | -1.5% | -0.8% | -0.7% | -0.6% |
| 30D | +2.9% | -1.1% | +3.9% | +4.2% |
| 3M | +3.6% | +3.9% | -0.3% | -1.2% |
| 6M | +31.8% | +13.6% | +18.1% | +11.9% |
| YTD | +24.0% | +12.7% | +11.3% | +6.2% |
| 1Y | +28.5% | +17.6% | +10.9% | +3.9% |
| 3Y | +110.7% | +77.3% | +33.4% | -2.0% |
| 5Y | +325.8% | +84.1% | +241.6% | +81.3% |
| All | +268.9% | +325.3% | -56.4% | -48.2% |
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