+54.0%
UNP vs VTV
+78.5%
-24.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +1.1% |
| 7D | -1.2% | -2.1% | +0.9% | +1.0% |
| 30D | -2.0% | -1.3% | -0.6% | -0.6% |
| 3M | +7.5% | +5.6% | +1.9% | +1.6% |
| 6M | +15.3% | +12.4% | +3.0% | +2.1% |
| YTD | +25.4% | +17.6% | +7.8% | +6.0% |
| 1Y | +35.6% | +23.5% | +12.1% | +8.9% |
| 3Y | +44.1% | +67.0% | -22.9% | -14.5% |
| 5Y | +54.0% | +80.5% | -26.6% | -16.5% |
| All | +54.0% | +78.5% | -24.6% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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