+438.0%
UNTY vs VOO
+317.9%
+120.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.1% | 0.0% |
| 7D | -0.7% | +0.1% | -0.8% | -0.9% |
| 30D | +7.6% | -3.3% | +11.0% | +10.9% |
| 3M | -1.7% | -2.4% | +0.7% | +0.4% |
| 6M | +9.7% | +2.6% | +7.1% | +6.3% |
| YTD | +14.1% | +11.3% | +2.8% | +2.1% |
| 1Y | +26.9% | +13.4% | +13.5% | +11.4% |
| 3Y | +145.5% | +80.3% | +65.2% | +37.5% |
| 5Y | +133.8% | +72.7% | +61.1% | +33.3% |
| 10Y | +438.0% | +310.0% | +128.0% | +22.7% |
| All | +438.0% | +317.9% | +120.1% | +22.7% |
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