+277.6%
UNP vs VEA
+165.0%
+112.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.4% |
| 7D | -1.8% | -1.5% | -0.4% | -0.6% |
| 30D | -2.7% | -0.8% | -1.9% | -2.1% |
| 3M | +6.5% | +2.5% | +4.0% | +3.9% |
| 6M | +14.4% | +11.1% | +3.2% | +2.8% |
| YTD | +24.8% | +17.2% | +7.6% | +6.8% |
| 1Y | +34.4% | +24.5% | +9.9% | +8.7% |
| 3Y | +43.6% | +75.4% | -31.8% | -16.7% |
| 5Y | +53.2% | +61.1% | -7.9% | -4.0% |
| All | +277.6% | +165.0% | +112.6% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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