+153.0%
VLO vs KR
-13.3%
+166.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.8% |
| 7D | +5.3% | -0.2% | +5.5% | +5.3% |
| 30D | +18.2% | +5.1% | +13.2% | +17.1% |
| 3M | +53.3% | -8.2% | +61.5% | +55.9% |
| 6M | +70.4% | -18.0% | +88.4% | +77.3% |
| YTD | +143.4% | -4.8% | +148.2% | +150.5% |
| 1Y | +153.0% | -11.0% | +164.0% | +166.5% |
| All | +153.0% | -13.3% | +166.3% | +166.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 1y: compounded portfolio wealth divided by compounded KR 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…
1y analysis · Full analysis span regression · 6 months rolling