+1,646.5%
UNP vs VEU
+190.9%
+1,455.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | -0.7% | +1.7% | -2.4% | -2.1% |
| 30D | -1.1% | +1.0% | -2.1% | -1.9% |
| 3M | +7.9% | +5.6% | +2.2% | +2.6% |
| 6M | +14.6% | +13.7% | +1.0% | +1.8% |
| YTD | +26.6% | +17.7% | +8.9% | +8.9% |
| 1Y | +35.6% | +25.8% | +9.8% | +10.3% |
| 3Y | +45.5% | +77.1% | -31.6% | -12.1% |
| 5Y | +50.0% | +57.1% | -7.2% | -0.8% |
| 10Y | +271.8% | +149.8% | +122.0% | +68.4% |
| All | +1,646.5% | +190.9% | +1,455.6% | +592.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling