+923.0%
UNP vs VOO
+807.8%
+115.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.9% |
| 7D | -1.7% | -0.4% | -1.4% | -1.4% |
| 30D | -2.1% | -1.4% | -0.7% | -0.8% |
| 3M | +5.4% | +3.7% | +1.7% | +1.5% |
| 6M | +13.4% | +13.0% | +0.3% | +0.1% |
| YTD | +25.0% | +12.4% | +12.5% | +10.8% |
| 1Y | +34.6% | +18.6% | +16.0% | +13.1% |
| 3Y | +43.6% | +78.1% | -34.4% | -20.3% |
| 5Y | +51.7% | +82.3% | -30.5% | -19.3% |
| 10Y | +282.5% | +322.5% | -40.0% | -18.4% |
| All | +923.0% | +807.8% | +115.1% | -5.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling