+42.6%
UNP vs VSXY
+210.1%
-167.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.4% | -6.7% | +1.6% |
| 7D | +3.6% | +14.2% | -10.6% | +3.5% |
| 30D | +11.4% | +21.9% | -10.5% | +11.1% |
| 3M | +4.6% | +22.1% | -17.5% | +4.4% |
| 6M | +18.3% | +116.7% | -98.4% | +16.0% |
| YTD | +35.4% | +101.1% | -65.7% | +33.3% |
| 1Y | +42.6% | +208.0% | -165.4% | +39.1% |
| All | +42.6% | +210.1% | -167.5% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling