+938.9%
VLO vs KGC
+678.3%
+260.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | +6.2% | -0.1% | +6.3% | +6.2% |
| 30D | +23.5% | +10.5% | +13.0% | +23.1% |
| 3M | +53.9% | +19.8% | +34.1% | +53.0% |
| 6M | +81.7% | -6.7% | +88.3% | +81.8% |
| YTD | +142.5% | +7.8% | +134.7% | +140.9% |
| 1Y | +145.4% | +35.7% | +109.8% | +141.3% |
| 3Y | +197.3% | +553.7% | -356.4% | +172.4% |
| 5Y | +614.6% | +461.7% | +152.9% | +547.3% |
| 10Y | +938.9% | +710.2% | +228.7% | +870.2% |
| All | +938.9% | +678.3% | +260.6% | +870.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 10y: compounded portfolio wealth divided by compounded KGC 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…
10y analysis · Full analysis span regression · 6 months rolling