+473.2%
VLO vs KMB
-0.7%
+473.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +1.6% |
| 7D | +9.6% | +0.9% | +8.7% | +9.8% |
| 30D | -17.4% | +10.1% | -27.5% | -16.3% |
| 3M | +10.8% | 0.0% | +10.7% | +11.2% |
| 6M | +56.9% | +15.7% | +41.3% | +59.5% |
| YTD | +136.8% | +12.6% | +124.1% | +140.5% |
| 1Y | +120.7% | +10.1% | +110.5% | +124.2% |
| 3Y | +231.9% | +2.1% | +229.8% | +238.2% |
| All | +473.2% | -0.7% | +473.9% | +478.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling