+311.9%
VLO vs KVUE
-20.6%
+332.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.5% | +5.1% | +1.7% |
| 7D | +6.2% | -7.2% | +13.5% | +6.6% |
| 30D | +23.5% | -5.7% | +29.2% | +23.8% |
| 3M | +53.9% | +0.2% | +53.7% | +53.5% |
| 6M | +81.7% | 0.0% | +81.6% | +81.4% |
| YTD | +142.5% | +6.5% | +136.0% | +140.3% |
| 1Y | +145.4% | -1.4% | +146.8% | +144.4% |
| 3Y | +197.3% | -5.6% | +202.9% | +196.0% |
| All | +311.9% | -20.6% | +332.5% | +326.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling