+9,796.0%
UNP vs VLO
+36,299.7%
-26,503.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | 0.0% |
| 7D | +2.1% | +6.8% | -4.7% | +0.6% |
| 30D | +7.7% | -17.9% | +25.6% | +12.1% |
| 3M | +4.0% | +13.5% | -9.5% | +0.5% |
| 6M | +15.7% | +53.0% | -37.4% | +4.1% |
| YTD | +33.5% | +133.7% | -100.2% | +8.3% |
| 1Y | +38.9% | +115.7% | -76.7% | +14.6% |
| 3Y | +53.7% | +231.9% | -178.3% | +12.8% |
| 5Y | +40.4% | +471.6% | -431.1% | -11.9% |
| 10Y | +291.1% | +780.7% | -489.6% | +108.5% |
| All | +9,796.0% | +36,299.7% | -26,503.7% | +2,750.6% |
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