+44.3%
UNP vs VEU
+72.0%
-27.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.6% | +1.0% |
| 7D | -1.2% | -1.9% | +0.8% | -0.3% |
| 30D | -2.0% | -0.7% | -1.2% | -1.6% |
| 3M | +7.5% | +4.9% | +2.7% | +4.8% |
| 6M | +15.3% | +9.8% | +5.5% | +8.8% |
| YTD | +25.4% | +15.3% | +10.1% | +14.5% |
| 1Y | +35.6% | +23.0% | +12.6% | +18.7% |
| All | +44.3% | +72.0% | -27.7% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling