+54.2%
RGTI vs VLO
+565.6%
-511.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | +0.5% | +5.3% | -4.9% | -0.7% |
| 30D | -17.1% | +18.2% | -35.3% | -20.1% |
| 3M | -26.0% | +53.3% | -79.3% | -32.9% |
| 6M | -9.9% | +70.4% | -80.3% | -21.4% |
| YTD | -31.1% | +143.4% | -174.4% | -45.5% |
| 1Y | -8.5% | +153.0% | -161.5% | -28.3% |
| 3Y | +652.2% | +195.0% | +457.3% | +447.3% |
| 5Y | +56.8% | +618.8% | -562.0% | +9.4% |
| All | +54.2% | +565.6% | -511.4% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 10y: compounded portfolio wealth divided by compounded VLO 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…
10y analysis · Full analysis span regression · 6 months rolling