+948.7%
VTI vs UNP
+3,535.9%
-2,587.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.7% | +0.1% |
| 7D | -0.4% | -1.7% | +1.4% | +0.5% |
| 30D | -1.6% | -2.1% | +0.5% | -0.7% |
| 3M | +3.6% | +5.4% | -1.9% | +0.6% |
| 6M | +13.0% | +13.4% | -0.4% | +5.5% |
| YTD | +12.7% | +25.0% | -12.3% | +0.2% |
| 1Y | +18.4% | +34.6% | -16.2% | +1.4% |
| 3Y | +76.4% | +43.6% | +32.8% | +44.5% |
| 5Y | +73.7% | +51.7% | +22.0% | +36.2% |
| 10Y | +302.5% | +282.5% | +20.0% | +95.3% |
| All | +948.7% | +3,535.9% | -2,587.2% | +64.4% |
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