+279.5%
UNP vs VRSN
+293.8%
-14.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | -1.2% | -1.5% | +0.4% | -0.6% |
| 30D | -2.0% | +0.7% | -2.7% | -2.4% |
| 3M | +7.5% | +0.6% | +7.0% | +6.7% |
| 6M | +15.3% | +21.7% | -6.4% | +5.8% |
| YTD | +25.4% | +20.0% | +5.4% | +15.1% |
| 1Y | +35.6% | +3.2% | +32.4% | +31.9% |
| 3Y | +44.1% | +42.4% | +1.8% | +20.8% |
| 5Y | +54.0% | +33.0% | +21.0% | +29.6% |
| All | +279.5% | +293.8% | -14.3% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling