+178.5%
UNTY vs VOO
+82.3%
+96.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.3% |
| 7D | +2.3% | +0.5% | +1.8% | +2.0% |
| 30D | -0.9% | -0.9% | +0.1% | -0.3% |
| 3M | +8.1% | +3.9% | +4.2% | +5.5% |
| 6M | +16.1% | +14.5% | +1.6% | +6.5% |
| YTD | +15.0% | +13.0% | +2.1% | +6.5% |
| 1Y | +13.1% | +19.4% | -6.3% | +1.2% |
| 3Y | +158.1% | +78.9% | +79.2% | +89.7% |
| 5Y | +178.5% | +82.3% | +96.2% | +99.7% |
| All | +178.5% | +82.3% | +96.2% | +99.7% |
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 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