+82.3%
VOO vs UNP
+48.4%
+33.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | 0.0% |
| 7D | -0.4% | -1.7% | +1.4% | +0.3% |
| 30D | -1.4% | -2.1% | +0.7% | -0.7% |
| 3M | +3.7% | +5.4% | -1.7% | +1.3% |
| 6M | +13.0% | +13.4% | -0.3% | +6.9% |
| YTD | +12.4% | +25.0% | -12.5% | +1.9% |
| 1Y | +18.6% | +34.6% | -16.0% | +4.0% |
| 3Y | +78.1% | +43.6% | +34.4% | +49.3% |
| 5Y | +82.3% | +51.7% | +30.5% | +46.2% |
| All | +82.3% | +48.4% | +33.9% | +46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling