+771.3%
UNP vs VXUS
+179.6%
+591.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.2% |
| 7D | -5.3% | +1.0% | -6.4% | -6.1% |
| 30D | -1.5% | +2.2% | -3.7% | -3.3% |
| 3M | +10.3% | +3.0% | +7.3% | +6.9% |
| 6M | +9.7% | +10.7% | -1.0% | -0.6% |
| YTD | +27.1% | +17.8% | +9.3% | +8.9% |
| 1Y | +32.6% | +27.6% | +5.0% | +5.9% |
| 3Y | +40.0% | +73.3% | -33.3% | -15.2% |
| 5Y | +50.8% | +54.3% | -3.5% | +0.2% |
| 10Y | +278.6% | +149.8% | +128.8% | +64.9% |
| All | +771.3% | +179.6% | +591.7% | +236.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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