+37,066.7%
VLO vs KR
+4,382.3%
+32,684.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.4% | +5.6% | +3.7% |
| 7D | +5.8% | -1.3% | +7.0% | +6.0% |
| 30D | +28.3% | +1.5% | +26.8% | +27.9% |
| 3M | +48.7% | -8.5% | +57.3% | +50.9% |
| 6M | +71.9% | -21.9% | +93.8% | +79.6% |
| YTD | +138.7% | -6.9% | +145.5% | +140.8% |
| 1Y | +148.5% | -14.0% | +162.4% | +154.1% |
| 3Y | +192.7% | +30.3% | +162.4% | +172.5% |
| 5Y | +601.6% | +37.7% | +563.9% | +537.7% |
| 10Y | +900.2% | +125.2% | +775.0% | +682.7% |
| All | +37,066.7% | +4,382.3% | +32,684.3% | +18,099.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling