+390.2%
UNP vs VEEV
+623.9%
-233.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.4% | +0.6% |
| 7D | -5.3% | -0.6% | -4.8% | -5.3% |
| 30D | -1.5% | +28.8% | -30.4% | -5.2% |
| 3M | +10.3% | +54.0% | -43.8% | +3.3% |
| 6M | +9.7% | +46.0% | -36.3% | +3.1% |
| YTD | +27.1% | +23.2% | +3.9% | +22.2% |
| 1Y | +32.6% | +1.9% | +30.7% | +30.9% |
| 3Y | +40.0% | +27.0% | +13.0% | +31.5% |
| 5Y | +50.8% | -13.4% | +64.2% | +46.8% |
| 10Y | +278.6% | +575.2% | -296.6% | +166.1% |
| All | +390.2% | +623.9% | -233.7% | +225.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling