+35,889.1%
VLO vs MKC
+3,376.8%
+32,512.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | +5.2% | -5.9% | +11.1% | +6.8% |
| 30D | +22.6% | -0.9% | +23.5% | +22.8% |
| 3M | +43.8% | +12.7% | +31.0% | +39.2% |
| 6M | +65.7% | -19.3% | +85.0% | +73.7% |
| YTD | +131.1% | -22.2% | +153.3% | +143.5% |
| 1Y | +143.6% | -23.3% | +167.0% | +156.9% |
| 3Y | +201.4% | -30.0% | +231.4% | +221.7% |
| 5Y | +568.9% | -33.8% | +602.7% | +611.8% |
| 10Y | +891.8% | +24.4% | +867.4% | +762.7% |
| All | +35,889.1% | +3,376.8% | +32,512.3% | +17,206.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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