+42.1%
RKT vs VLO
+200.7%
-158.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.3% | -5.1% | -1.7% |
| 7D | +6.0% | +5.8% | +0.2% | +6.0% |
| 30D | +0.7% | +28.3% | -27.7% | +0.9% |
| 3M | +11.8% | +48.7% | -36.9% | +12.1% |
| 6M | -7.6% | +71.9% | -79.5% | -9.0% |
| YTD | -28.7% | +138.7% | -167.3% | -33.1% |
| 1Y | -32.6% | +148.5% | -181.0% | -36.9% |
| 3Y | +42.1% | +192.7% | -150.6% | +15.9% |
| All | +42.1% | +200.7% | -158.6% | +15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling