+33,946.5%
VLO vs KEY
+1,006.9%
+32,939.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -9.5% | +0.5% | -10.0% | -9.7% |
| 30D | -19.1% | +6.9% | -26.0% | -21.1% |
| 3M | +11.4% | -5.0% | +16.4% | +13.0% |
| 6M | +46.7% | +0.7% | +46.0% | +45.4% |
| YTD | +118.6% | +6.5% | +112.2% | +111.7% |
| 1Y | +99.9% | +22.6% | +77.3% | +84.2% |
| 3Y | +210.5% | +125.3% | +85.1% | +128.4% |
| 5Y | +432.7% | +13.9% | +418.8% | +367.2% |
| 10Y | +717.1% | +105.3% | +611.8% | +489.7% |
| All | +33,946.5% | +1,006.9% | +32,939.6% | +14,640.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling