+42.2%
UNMA vs VOO
+216.7%
-174.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | +0.4% | -0.8% | +1.1% | +0.7% |
| 30D | +4.1% | -1.1% | +5.2% | +4.6% |
| 3M | -2.4% | +3.9% | -6.3% | -4.0% |
| 6M | -6.1% | +13.6% | -19.7% | -11.3% |
| YTD | -2.3% | +12.7% | -15.0% | -7.5% |
| 1Y | -5.7% | +17.6% | -23.3% | -12.4% |
| 3Y | +13.8% | +77.3% | -63.5% | -14.0% |
| 5Y | +9.4% | +84.1% | -74.8% | -20.1% |
| All | +42.2% | +216.7% | -174.6% | -27.5% |
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