+143.6%
VLO vs KEY
+21.3%
+122.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | +5.2% | +2.2% | +3.0% | +5.0% |
| 30D | +22.6% | -3.0% | +25.6% | +22.8% |
| 3M | +43.8% | +3.3% | +40.4% | +43.0% |
| 6M | +65.7% | +9.2% | +56.6% | +63.2% |
| YTD | +131.1% | +10.6% | +120.5% | +127.7% |
| 1Y | +143.6% | +20.4% | +123.2% | +125.7% |
| All | +143.6% | +21.3% | +122.3% | +125.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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