+42.6%
UNP vs VLO
+120.8%
-78.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.8% | +7.4% | +1.7% |
| 7D | +3.6% | -6.0% | +9.6% | +3.6% |
| 30D | +11.4% | -12.9% | +24.2% | +11.5% |
| 3M | +4.6% | +18.3% | -13.7% | +4.0% |
| 6M | +18.3% | +46.4% | -28.2% | +16.9% |
| YTD | +35.4% | +127.7% | -92.3% | +30.2% |
| 1Y | +42.6% | +120.6% | -78.0% | +37.2% |
| All | +42.6% | +120.8% | -78.2% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 1y: compounded portfolio wealth divided by compounded VLO 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…
1y analysis · Full analysis span regression · 6 months rolling