+204.4%
RSP vs VLO
+902.9%
-698.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.3% | -4.3% | -1.9% |
| 7D | -0.4% | +5.8% | -6.2% | -1.8% |
| 30D | -1.5% | +28.3% | -29.9% | -7.7% |
| 3M | +4.8% | +48.7% | -43.9% | -5.7% |
| 6M | +10.3% | +71.9% | -61.6% | -5.3% |
| YTD | +14.1% | +138.7% | -124.6% | -10.6% |
| 1Y | +17.0% | +148.5% | -131.4% | -9.7% |
| 3Y | +54.2% | +192.7% | -138.5% | +10.8% |
| 5Y | +51.5% | +601.6% | -550.1% | -20.0% |
| 10Y | +204.4% | +900.2% | -695.8% | +35.0% |
| All | +204.4% | +902.9% | -698.5% | +35.0% |
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 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