+297.8%
VTI vs UNP
+285.4%
+12.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -0.9% | -1.8% | +0.9% | -0.1% |
| 30D | -1.4% | -2.7% | +1.3% | -0.3% |
| 3M | +3.6% | +6.5% | -2.9% | +0.2% |
| 6M | +13.6% | +14.4% | -0.8% | +5.7% |
| YTD | +12.9% | +24.8% | -11.9% | +0.5% |
| 1Y | +17.2% | +34.4% | -17.2% | +0.5% |
| 3Y | +75.7% | +43.6% | +32.1% | +43.7% |
| 5Y | +75.4% | +53.2% | +22.2% | +36.2% |
| All | +297.8% | +285.4% | +12.3% | +112.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling