+24.5%
UNP vs VG
-51.4%
+75.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.0% | +0.6% | -3.3% |
| 7D | -1.3% | -22.0% | +20.7% | -0.6% |
| 30D | +7.7% | -14.7% | +22.4% | +8.2% |
| 3M | +1.3% | -7.1% | +8.4% | +1.2% |
| 6M | +14.0% | -11.2% | +25.1% | +13.8% |
| YTD | +30.8% | +69.8% | -39.1% | +25.0% |
| 1Y | +40.0% | +49.9% | -9.9% | +34.5% |
| All | +24.5% | -51.4% | +75.9% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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