+29.3%
V vs UNP
+44.1%
-14.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.2% | +3.6% |
| 7D | +9.0% | +3.6% | +5.4% | +8.4% |
| 30D | +18.1% | +11.4% | +6.7% | +16.3% |
| 3M | +18.3% | +4.6% | +13.7% | +17.7% |
| 6M | +34.1% | +18.3% | +15.8% | +31.4% |
| YTD | +25.2% | +35.4% | -10.2% | +21.3% |
| 1Y | +29.3% | +42.6% | -13.3% | +22.5% |
| All | +29.3% | +44.1% | -14.8% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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