+120.6%
VLO vs KWEB
-34.1%
+154.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.5% | -10.2% | -4.8% |
| 7D | -6.0% | +5.8% | -11.7% | -4.8% |
| 30D | -12.9% | -1.0% | -11.9% | -12.7% |
| 3M | +18.3% | -15.8% | +34.2% | +16.2% |
| 6M | +46.4% | -14.9% | +61.4% | +42.8% |
| YTD | +127.7% | -28.6% | +156.3% | +125.8% |
| 1Y | +120.6% | -33.9% | +154.5% | +132.3% |
| All | +120.6% | -34.1% | +154.7% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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