+361.8%
VRT vs UNP
+46.2%
+315.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.1% | +4.3% |
| 7D | -21.4% | -4.6% | -16.8% | -20.1% |
| 30D | -25.8% | +5.6% | -31.5% | -27.4% |
| 3M | -33.5% | -1.3% | -32.2% | -33.4% |
| 6M | -49.0% | +9.2% | -58.3% | -51.2% |
| YTD | +12.9% | +27.3% | -14.4% | +1.2% |
| 1Y | 0.0% | +35.9% | -35.9% | -13.1% |
| 3Y | +361.8% | +45.5% | +316.3% | +265.1% |
| All | +361.8% | +46.2% | +315.6% | +265.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling