+54.0%
UNP vs VEEV
-13.7%
+67.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.5% |
| 7D | -1.8% | -4.6% | +2.8% | -1.4% |
| 30D | -2.7% | +8.6% | -11.4% | -3.6% |
| 3M | +6.5% | +62.4% | -55.9% | +1.2% |
| 6M | +14.4% | +40.3% | -25.9% | +10.2% |
| YTD | +24.8% | +17.5% | +7.3% | +22.6% |
| 1Y | +34.4% | -6.1% | +40.5% | +35.7% |
| 3Y | +43.6% | +16.7% | +26.9% | +38.7% |
| All | +54.0% | -13.7% | +67.7% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling