+31.9%
UNMA vs VOO
+213.4%
-181.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.4% |
| 7D | +3.1% | +2.6% | +0.5% | +2.0% |
| 30D | -2.8% | -2.0% | -0.8% | -2.0% |
| 3M | -3.8% | -2.8% | -1.0% | -2.7% |
| 6M | -11.7% | +2.2% | -13.9% | -12.7% |
| YTD | -9.4% | +11.5% | -20.9% | -13.8% |
| 1Y | -9.6% | +13.5% | -23.1% | -14.7% |
| 3Y | +3.7% | +78.1% | -74.4% | -21.9% |
| 5Y | +2.8% | +73.1% | -70.3% | -22.2% |
| All | +31.9% | +213.4% | -181.6% | -32.5% |
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