+1,024.4%
VRT vs UNP
+51.4%
+973.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.9% |
| 7D | +13.6% | -0.7% | +14.4% | +14.1% |
| 30D | +6.8% | -1.1% | +7.9% | +7.2% |
| 3M | -3.2% | +7.9% | -11.1% | -7.8% |
| 6M | +20.3% | +14.6% | +5.7% | +10.2% |
| YTD | +79.6% | +26.6% | +53.0% | +54.9% |
| 1Y | +139.0% | +35.6% | +103.4% | +96.5% |
| 3Y | +644.6% | +45.5% | +599.1% | +464.4% |
| 5Y | +1,024.4% | +50.0% | +974.4% | +728.1% |
| All | +1,024.4% | +51.4% | +973.0% | +728.1% |
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 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