+39.4%
UNP vs VO
+14.1%
+25.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +4.2% | +3.1% | +1.1% | +2.3% |
| 30D | +5.6% | +2.2% | +3.4% | +4.3% |
| 3M | +2.0% | -2.5% | +4.5% | +3.6% |
| 6M | +15.4% | +7.0% | +8.5% | +10.3% |
| YTD | +32.7% | +14.0% | +18.7% | +21.9% |
| 1Y | +39.4% | +15.6% | +23.8% | +26.8% |
| All | +39.4% | +14.1% | +25.3% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling