+279.5%
UNP vs VOO
+321.7%
-42.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.9% |
| 7D | -1.2% | -2.0% | +0.8% | +0.6% |
| 30D | -2.0% | -1.7% | -0.3% | -0.5% |
| 3M | +7.5% | +4.7% | +2.8% | +2.9% |
| 6M | +15.3% | +12.6% | +2.8% | +3.1% |
| YTD | +25.4% | +11.8% | +13.7% | +12.8% |
| 1Y | +35.6% | +17.5% | +18.1% | +16.2% |
| 3Y | +44.1% | +77.0% | -32.8% | -16.6% |
| 5Y | +54.0% | +82.6% | -28.6% | -14.8% |
| All | +279.5% | +321.7% | -42.2% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling