+9,321.7%
UNP vs VLO
+35,889.1%
-26,567.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -5.3% | +5.2% | -10.6% | -6.4% |
| 30D | -1.5% | +22.6% | -24.1% | -6.0% |
| 3M | +10.3% | +43.8% | -33.5% | +1.3% |
| 6M | +9.7% | +65.7% | -56.1% | -3.0% |
| YTD | +27.1% | +131.1% | -104.0% | +3.9% |
| 1Y | +32.6% | +143.6% | -111.1% | +6.7% |
| 3Y | +40.0% | +201.4% | -161.4% | +5.4% |
| 5Y | +50.8% | +568.9% | -518.1% | -8.4% |
| 10Y | +278.6% | +891.8% | -613.2% | +97.8% |
| All | +9,321.7% | +35,889.1% | -26,567.4% | +2,636.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling