-62.2%
UNX vs VOO
+17.8%
-80.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -0.1% |
| 7D | -8.2% | +0.1% | -8.3% | -8.4% |
| 30D | +34.1% | +0.1% | +34.0% | +33.8% |
| 3M | +77.0% | +2.0% | +75.0% | +64.8% |
| 6M | +242.2% | +13.0% | +229.1% | +109.9% |
| YTD | -52.6% | +13.6% | -66.1% | -70.0% |
| All | -62.2% | +17.8% | -80.0% | -79.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling