+4,250.2%
KO vs VLO
+37,066.7%
-32,816.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -2.9% | -0.1% |
| 7D | +0.4% | +5.8% | -5.4% | -0.2% |
| 30D | +1.5% | +28.3% | -26.8% | -1.5% |
| 3M | +11.8% | +48.7% | -36.9% | +6.5% |
| 6M | +16.2% | +71.9% | -55.7% | +8.5% |
| YTD | +28.1% | +138.7% | -110.6% | +14.8% |
| 1Y | +34.8% | +148.5% | -113.7% | +20.0% |
| 3Y | +65.5% | +192.7% | -127.2% | +42.3% |
| 5Y | +81.6% | +601.6% | -520.0% | +36.8% |
| 10Y | +176.7% | +900.2% | -723.5% | +90.9% |
| All | +4,250.2% | +37,066.7% | -32,816.5% | +1,519.2% |
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 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