-26.6%
RKT vs VLO
+143.4%
-169.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.1% | +5.2% | -3.1% | +3.1% |
| 30D | +1.4% | +22.6% | -21.2% | +5.5% |
| 3M | +6.3% | +43.8% | -37.5% | +14.6% |
| 6M | -15.5% | +65.7% | -81.2% | -9.8% |
| YTD | -27.4% | +131.1% | -158.5% | -31.6% |
| 1Y | -26.6% | +143.6% | -170.2% | -29.0% |
| All | -26.6% | +143.4% | -169.9% | -29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling