+9.2%
UNMA vs VOO
+81.6%
-72.4%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | +3.7% | -1.4% | +5.1% | +4.1% |
| 3M | -1.8% | +3.7% | -5.6% | -2.8% |
| 6M | -5.0% | +13.0% | -18.1% | -8.1% |
| YTD | -2.5% | +12.4% | -14.9% | -5.5% |
| 1Y | -5.6% | +18.6% | -24.2% | -9.8% |
| 3Y | +13.8% | +78.1% | -64.3% | -4.3% |
| 5Y | +9.2% | +82.3% | -73.1% | -11.0% |
| All | +9.2% | +81.6% | -72.4% | -11.0% |
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