+148.5%
VLO vs KEY
+19.7%
+128.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.8% | +5.0% | +3.4% |
| 7D | +5.8% | +2.7% | +3.0% | +5.5% |
| 30D | +28.3% | -3.2% | +31.6% | +28.6% |
| 3M | +48.7% | +1.0% | +47.8% | +48.2% |
| 6M | +71.9% | +11.9% | +60.0% | +66.9% |
| YTD | +138.7% | +8.7% | +130.0% | +135.3% |
| 1Y | +148.5% | +18.5% | +130.0% | +128.0% |
| All | +148.5% | +19.7% | +128.7% | +128.0% |
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