+67.1%
V vs UNP
+51.4%
+15.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -1.1% | -0.7% | -0.3% | -0.8% |
| 30D | +1.9% | -1.1% | +3.0% | +2.3% |
| 3M | +15.5% | +7.9% | +7.7% | +12.2% |
| 6M | +16.6% | +14.6% | +2.0% | +10.2% |
| YTD | +5.7% | +26.6% | -20.8% | -4.1% |
| 1Y | +8.6% | +35.6% | -27.0% | -4.4% |
| 3Y | +52.5% | +45.5% | +7.0% | +29.4% |
| 5Y | +67.1% | +50.0% | +17.1% | +33.7% |
| All | +67.1% | +51.4% | +15.8% | +33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling