+278.9%
UNP vs VRSN
+292.3%
-13.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +4.2% | +1.4% | +2.8% | +3.7% |
| 30D | +5.6% | +3.9% | +1.7% | +4.1% |
| 3M | +2.0% | +9.3% | -7.3% | -1.6% |
| 6M | +15.4% | +6.7% | +8.8% | +11.7% |
| YTD | +32.7% | +30.0% | +2.7% | +17.8% |
| 1Y | +39.4% | +26.0% | +13.4% | +25.3% |
| 3Y | +54.3% | +53.1% | +1.2% | +25.3% |
| 5Y | +39.6% | +35.0% | +4.6% | +17.1% |
| All | +278.9% | +292.3% | -13.5% | +115.4% |
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