+16.1%
KRE vs VLO
+152.2%
-136.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.1% |
| 7D | -1.8% | +5.3% | -7.1% | -2.0% |
| 30D | -4.5% | +18.2% | -22.7% | -5.0% |
| 3M | +2.7% | +53.3% | -50.6% | +1.2% |
| 6M | +16.9% | +70.4% | -53.6% | +13.1% |
| YTD | +15.4% | +143.4% | -128.0% | +3.3% |
| 1Y | +16.1% | +153.0% | -136.9% | +2.3% |
| All | +16.1% | +152.2% | -136.1% | +2.3% |
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