+770.6%
VLO vs KHC
-41.6%
+812.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | +5.2% | -1.8% | +7.0% | +5.8% |
| 30D | +22.6% | -1.9% | +24.5% | +23.1% |
| 3M | +43.8% | +14.4% | +29.4% | +36.7% |
| 6M | +65.7% | +8.7% | +57.0% | +59.4% |
| YTD | +131.1% | +7.8% | +123.3% | +122.3% |
| 1Y | +143.6% | -1.5% | +145.1% | +141.2% |
| 3Y | +201.4% | -9.9% | +211.2% | +201.9% |
| 5Y | +568.9% | -10.7% | +579.6% | +556.7% |
| 10Y | +891.8% | -55.7% | +947.5% | +912.3% |
| All | +770.6% | -41.6% | +812.1% | +652.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling