+60.7%
UNP vs VLTO
+55.4%
+5.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.0% |
| 7D | +2.1% | +0.8% | +1.3% | +1.8% |
| 30D | +7.7% | +18.7% | -11.0% | +2.2% |
| 3M | +4.0% | +21.7% | -17.7% | -2.1% |
| 6M | +15.7% | +35.8% | -20.2% | +4.9% |
| YTD | +33.5% | +18.3% | +15.2% | +26.2% |
| 1Y | +38.9% | +20.9% | +18.0% | +30.1% |
| 3Y | +53.7% | +68.8% | -15.2% | +37.2% |
| All | +60.7% | +55.4% | +5.3% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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