+215.6%
RSP vs VLO
+791.1%
-575.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.0% | -0.7% | +1.5% |
| 7D | +0.4% | -6.5% | +6.9% | +2.0% |
| 30D | +3.7% | -17.8% | +21.5% | +8.4% |
| 3M | +0.8% | +19.6% | -18.8% | -4.5% |
| 6M | +9.1% | +49.3% | -40.2% | -2.9% |
| YTD | +16.7% | +122.4% | -105.7% | -7.6% |
| 1Y | +19.7% | +107.4% | -87.8% | -3.6% |
| 3Y | +66.7% | +223.1% | -156.3% | +15.5% |
| 5Y | +48.7% | +432.2% | -383.5% | -15.3% |
| 10Y | +215.6% | +743.6% | -528.1% | +44.3% |
| All | +215.6% | +791.1% | -575.5% | +44.3% |
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 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