+41.7%
UNMA vs VOO
+219.2%
-177.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +2.2% | +0.1% | +2.1% | +2.1% |
| 3M | -2.9% | +2.0% | -4.9% | -3.8% |
| 6M | -4.8% | +13.0% | -17.9% | -9.9% |
| YTD | -2.6% | +13.6% | -16.2% | -8.1% |
| 1Y | -3.9% | +20.1% | -23.9% | -11.6% |
| 3Y | +14.4% | +77.6% | -63.1% | -13.6% |
| 5Y | +9.2% | +82.4% | -73.3% | -19.7% |
| All | +41.7% | +219.2% | -177.5% | -28.0% |
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 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