+2,723.0%
VRT vs UNP
+134.9%
+2,588.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.3% |
| 7D | +9.1% | -5.3% | +14.5% | +12.2% |
| 30D | +0.9% | -1.5% | +2.5% | +1.6% |
| 3M | -13.4% | +10.3% | -23.6% | -18.4% |
| 6M | +11.7% | +9.7% | +2.0% | +5.4% |
| YTD | +73.2% | +27.1% | +46.1% | +50.5% |
| 1Y | +123.4% | +32.6% | +90.8% | +88.8% |
| 3Y | +606.2% | +40.0% | +566.2% | +468.3% |
| 5Y | +899.9% | +50.8% | +849.1% | +667.3% |
| All | +2,723.0% | +134.9% | +2,588.2% | +1,530.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling