+40.6%
UNP vs VIG
+65.3%
-24.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.2% |
| 7D | -2.1% | -0.3% | -1.7% | -1.8% |
| 30D | +7.3% | +4.9% | +2.4% | +2.6% |
| 3M | +3.6% | +2.9% | +0.7% | +0.8% |
| 6M | +15.8% | +11.2% | +4.6% | +4.6% |
| YTD | +32.6% | +16.0% | +16.6% | +15.1% |
| 1Y | +37.2% | +17.0% | +20.3% | +18.1% |
| 3Y | +52.6% | +66.9% | -14.2% | -6.1% |
| 5Y | +40.6% | +65.8% | -25.3% | -13.3% |
| All | +40.6% | +65.3% | -24.7% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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