+75.0%
VTI vs UNP
+52.3%
+22.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -0.9% | -1.8% | +0.9% | -0.2% |
| 30D | -1.4% | -2.7% | +1.3% | -0.5% |
| 3M | +3.6% | +6.5% | -2.9% | +0.7% |
| 6M | +13.6% | +14.4% | -0.8% | +6.8% |
| YTD | +12.9% | +24.8% | -11.9% | +2.0% |
| 1Y | +17.2% | +34.4% | -17.2% | +2.3% |
| 3Y | +75.7% | +43.6% | +32.1% | +46.6% |
| All | +75.0% | +52.3% | +22.8% | +39.0% |
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