-57.9%
UNX vs VOO
+16.9%
-74.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.8% | +7.8% | +5.0% |
| 7D | +11.4% | -0.8% | +12.1% | +15.1% |
| 30D | -3.4% | -1.1% | -2.3% | +1.2% |
| 3M | +148.8% | +3.9% | +144.9% | +111.7% |
| 6M | +298.7% | +13.6% | +285.0% | +131.6% |
| YTD | -47.2% | +12.7% | -59.9% | -65.4% |
| All | -57.9% | +16.9% | -74.8% | -76.4% |
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