-35.7%
RKT vs VLO
+146.4%
-182.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.6% | -4.3% | -2.5% |
| 7D | -1.0% | +6.2% | -7.2% | +0.2% |
| 30D | -2.4% | +23.5% | -25.9% | +1.6% |
| 3M | +1.9% | +53.9% | -52.0% | +11.2% |
| 6M | -13.9% | +81.7% | -95.5% | -8.3% |
| YTD | -30.6% | +142.5% | -173.1% | -34.5% |
| All | -35.7% | +146.4% | -182.1% | -38.3% |
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