+1,605.4%
VLO vs KWEB
+24.8%
+1,580.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.6% | +5.9% | +3.8% |
| 7D | +5.8% | -1.3% | +7.0% | +6.0% |
| 30D | +28.3% | -11.5% | +39.9% | +31.5% |
| 3M | +48.7% | -2.9% | +51.6% | +49.3% |
| 6M | +71.9% | -14.6% | +86.5% | +76.3% |
| YTD | +138.7% | -25.5% | +164.2% | +151.8% |
| 1Y | +148.5% | -31.1% | +179.5% | +166.5% |
| 3Y | +192.7% | +3.0% | +189.7% | +180.7% |
| 5Y | +601.6% | -42.6% | +644.2% | +648.4% |
| 10Y | +900.2% | -21.1% | +921.3% | +757.7% |
| All | +1,605.4% | +24.8% | +1,580.6% | +1,132.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling