+723.6%
VLO vs KHC
-43.0%
+766.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | -9.5% | -1.1% | -8.4% | -9.3% |
| 30D | -19.1% | +8.8% | -28.0% | -21.5% |
| 3M | +11.4% | -1.2% | +12.6% | +11.3% |
| 6M | +46.7% | +4.6% | +42.1% | +43.0% |
| YTD | +118.6% | +5.1% | +113.5% | +111.4% |
| 1Y | +99.9% | +6.2% | +93.6% | +92.5% |
| 3Y | +210.5% | -12.9% | +223.4% | +214.1% |
| 5Y | +432.7% | -16.8% | +449.5% | +436.5% |
| 10Y | +717.1% | -52.4% | +769.6% | +709.0% |
| All | +723.6% | -43.0% | +766.6% | +615.2% |
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