+103.3%
VLO vs KHC
+7.4%
+95.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.7% | +3.0% |
| 7D | -6.5% | -2.0% | -4.4% | -6.4% |
| 30D | -17.8% | +9.7% | -27.4% | -17.6% |
| 3M | +19.6% | -2.0% | +21.6% | +19.7% |
| 6M | +49.3% | +5.4% | +43.8% | +48.8% |
| YTD | +122.4% | +5.9% | +116.5% | +118.9% |
| All | +103.3% | +7.4% | +95.9% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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