+17.0%
RSP vs VLO
+149.2%
-132.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.3% | -4.3% | -1.0% |
| 7D | -0.4% | +5.8% | -6.2% | -0.3% |
| 30D | -1.5% | +28.3% | -29.9% | -1.3% |
| 3M | +4.8% | +48.7% | -43.9% | +5.0% |
| 6M | +10.3% | +71.9% | -61.6% | +9.7% |
| YTD | +14.1% | +138.7% | -124.6% | +10.3% |
| 1Y | +17.0% | +148.5% | -131.4% | +13.6% |
| All | +17.0% | +149.2% | -132.2% | +13.6% |
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