+900.2%
VLO vs KMB
+15.9%
+884.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.9% | +5.2% | +3.6% |
| 7D | +5.8% | -2.7% | +8.5% | +6.2% |
| 30D | +28.3% | -5.0% | +33.4% | +29.3% |
| 3M | +48.7% | +6.6% | +42.2% | +46.6% |
| 6M | +71.9% | +1.0% | +70.9% | +70.8% |
| YTD | +138.7% | +6.0% | +132.7% | +134.3% |
| 1Y | +148.5% | -16.6% | +165.1% | +156.0% |
| 3Y | +192.7% | -8.6% | +201.3% | +191.3% |
| 5Y | +601.6% | -10.9% | +612.5% | +593.9% |
| 10Y | +900.2% | +16.8% | +883.4% | +834.5% |
| All | +900.2% | +15.9% | +884.3% | +834.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded KMB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling