+33,533.0%
VLO vs KMB
+1,887.9%
+31,645.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.5% | -0.9% |
| 7D | -13.3% | +0.5% | -13.8% | -13.5% |
| 30D | -18.3% | +12.4% | -30.7% | -21.0% |
| 3M | +14.3% | +1.0% | +13.4% | +13.4% |
| 6M | +47.6% | +12.1% | +35.5% | +41.6% |
| YTD | +116.0% | +11.6% | +104.4% | +106.2% |
| 1Y | +101.0% | +13.1% | +87.9% | +91.1% |
| 3Y | +199.0% | +1.6% | +197.4% | +187.6% |
| 5Y | +419.0% | -0.3% | +419.4% | +394.2% |
| 10Y | +778.2% | +37.9% | +740.3% | +644.9% |
| All | +33,533.0% | +1,887.9% | +31,645.1% | +15,551.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling