+78.1%
VOO vs UNP
+53.1%
+25.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +2.6% | +4.2% | -1.7% | +1.4% |
| 30D | -2.0% | +5.6% | -7.6% | -3.4% |
| 3M | -2.8% | +2.0% | -4.8% | -3.3% |
| 6M | +2.2% | +15.4% | -13.2% | -2.5% |
| YTD | +11.5% | +32.7% | -21.2% | +0.9% |
| 1Y | +13.5% | +39.4% | -25.9% | +0.6% |
| 3Y | +78.1% | +54.3% | +23.8% | +52.3% |
| All | +78.1% | +53.1% | +25.0% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 3y: compounded portfolio wealth divided by compounded UNP 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…
3y analysis · Full analysis span regression · 6 months rolling