+50.0%
UNP vs VUG
+76.0%
-26.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -0.7% | +0.9% | -1.6% | -1.1% |
| 30D | -1.1% | -1.4% | +0.3% | -0.6% |
| 3M | +7.9% | +2.3% | +5.5% | +6.6% |
| 6M | +14.6% | +15.7% | -1.0% | +7.4% |
| YTD | +26.6% | +8.6% | +18.0% | +21.6% |
| 1Y | +35.6% | +14.1% | +21.5% | +27.3% |
| 3Y | +45.5% | +87.9% | -42.4% | +7.8% |
| 5Y | +50.0% | +76.3% | -26.3% | +8.1% |
| All | +50.0% | +76.0% | -26.0% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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