+2,871.8%
UNP vs VO
+833.6%
+2,038.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -0.7% |
| 7D | -2.1% | +0.2% | -2.3% | -2.3% |
| 30D | +7.3% | +2.0% | +5.3% | +5.3% |
| 3M | +3.6% | -0.3% | +3.9% | +3.8% |
| 6M | +15.8% | +7.3% | +8.6% | +8.2% |
| YTD | +32.6% | +15.0% | +17.6% | +16.1% |
| 1Y | +37.2% | +14.7% | +22.5% | +20.3% |
| 3Y | +52.6% | +67.3% | -14.7% | -6.1% |
| 5Y | +40.6% | +38.8% | +1.7% | +0.7% |
| 10Y | +288.4% | +201.6% | +86.9% | +33.4% |
| All | +2,871.8% | +833.6% | +2,038.1% | +314.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling