+191.2%
VLO vs KVUE
-8.9%
+200.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +4.0% | -6.1% | +10.1% | +4.2% |
| 30D | +19.0% | -5.6% | +24.6% | +19.2% |
| 3M | +50.0% | -0.3% | +50.3% | +49.6% |
| 6M | +79.1% | +1.4% | +77.8% | +78.6% |
| YTD | +140.3% | +6.7% | +133.5% | +138.0% |
| 1Y | +148.3% | +1.0% | +147.4% | +146.5% |
| All | +191.2% | -8.9% | +200.1% | +182.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 3y: compounded portfolio wealth divided by compounded KVUE 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…
3y analysis · Full analysis span regression · 6 months rolling