+277.6%
UNP vs VEEV
+556.2%
-278.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -1.8% | -4.6% | +2.8% | -1.1% |
| 30D | -2.7% | +8.6% | -11.4% | -4.2% |
| 3M | +6.5% | +62.4% | -55.9% | -1.6% |
| 6M | +14.4% | +40.3% | -25.9% | +7.6% |
| YTD | +24.8% | +17.5% | +7.3% | +20.6% |
| 1Y | +34.4% | -6.1% | +40.5% | +34.6% |
| 3Y | +43.6% | +16.7% | +26.9% | +35.9% |
| 5Y | +53.2% | -13.3% | +66.6% | +49.3% |
| All | +277.6% | +556.2% | -278.5% | +140.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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