+1,395.0%
UNTY vs VOO
+777.9%
+617.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.2% |
| 7D | -0.2% | -2.7% | +2.6% | +1.7% |
| 30D | +4.8% | -5.4% | +10.1% | +8.7% |
| 3M | -4.5% | -4.1% | -0.5% | -1.9% |
| 6M | +8.4% | +0.7% | +7.7% | +7.4% |
| YTD | +11.6% | +8.7% | +2.9% | +4.8% |
| 1Y | +28.2% | +11.0% | +17.2% | +18.6% |
| 3Y | +134.8% | +75.5% | +59.3% | +59.9% |
| 5Y | +129.0% | +68.4% | +60.6% | +57.9% |
| 10Y | +452.6% | +315.7% | +136.9% | +152.9% |
| All | +1,395.0% | +777.9% | +617.2% | +637.0% |
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