+992.9%
UNP vs VOO
+803.9%
+189.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +2.1% | +3.3% | -1.2% | -1.0% |
| 30D | +7.7% | -2.7% | +10.4% | +10.3% |
| 3M | +4.0% | -1.7% | +5.8% | +5.4% |
| 6M | +15.7% | +3.1% | +12.5% | +11.4% |
| YTD | +33.5% | +11.9% | +21.6% | +18.5% |
| 1Y | +38.9% | +12.1% | +26.9% | +23.1% |
| 3Y | +53.7% | +78.6% | -24.9% | -15.2% |
| 5Y | +40.4% | +73.8% | -33.4% | -21.7% |
| 10Y | +291.1% | +312.3% | -21.2% | -14.6% |
| All | +992.9% | +803.9% | +189.1% | +0.7% |
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