+1,196.4%
UNP vs VCIT
+96.6%
+1,099.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.7% | -3.5% |
| 7D | -1.3% | +0.5% | -1.8% | -1.4% |
| 30D | +7.7% | +2.1% | +5.6% | +7.1% |
| 3M | +1.3% | -1.6% | +2.9% | +1.7% |
| 6M | +14.0% | -1.6% | +15.6% | +14.4% |
| YTD | +30.8% | -1.5% | +32.3% | +31.3% |
| 1Y | +40.0% | -0.4% | +40.3% | +40.1% |
| 3Y | +50.1% | +19.6% | +30.5% | +44.3% |
| 5Y | +39.6% | +3.3% | +36.4% | +33.2% |
| 10Y | +318.1% | +28.9% | +289.2% | +331.9% |
| All | +1,196.4% | +96.6% | +1,099.7% | +1,793.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling