+50.0%
UNP vs VIG
+63.6%
-13.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.3% |
| 7D | -0.7% | -0.4% | -0.3% | -0.4% |
| 30D | -1.1% | -2.1% | +0.9% | +0.9% |
| 3M | +7.9% | +3.3% | +4.5% | +4.5% |
| 6M | +14.6% | +9.3% | +5.4% | +5.1% |
| YTD | +26.6% | +10.1% | +16.4% | +15.2% |
| 1Y | +35.6% | +14.7% | +20.8% | +18.5% |
| 3Y | +45.5% | +56.9% | -11.4% | -5.6% |
| 5Y | +50.0% | +62.9% | -12.9% | -6.8% |
| All | +50.0% | +63.6% | -13.6% | -6.8% |
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