+50.9%
UNP vs VCIT
+19.6%
+31.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.3% |
| 7D | -3.3% | +0.7% | -4.0% | -3.8% |
| 30D | +6.7% | +1.8% | +4.9% | +5.4% |
| 3M | +1.8% | -1.1% | +2.9% | +2.6% |
| 6M | +13.3% | -1.7% | +15.0% | +14.7% |
| YTD | +30.3% | -1.1% | +31.5% | +31.4% |
| 1Y | +36.9% | -0.4% | +37.3% | +37.2% |
| 3Y | +50.9% | +20.5% | +30.5% | +30.5% |
| All | +50.9% | +19.6% | +31.3% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling