+54.0%
UNP vs VTEB
+1.2%
+52.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.7% |
| 7D | -1.8% | -0.9% | -0.9% | -1.2% |
| 30D | -2.7% | -2.5% | -0.2% | -1.1% |
| 3M | +6.5% | -3.0% | +9.5% | +8.6% |
| 6M | +14.4% | -2.1% | +16.5% | +16.0% |
| YTD | +24.8% | -1.5% | +26.3% | +26.1% |
| 1Y | +34.4% | +0.2% | +34.3% | +34.4% |
| 3Y | +43.6% | +8.6% | +35.0% | +34.4% |
| All | +54.0% | +1.2% | +52.8% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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