+53.0%
RSP vs VLO
+567.8%
-514.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.8% | +5.2% | -6.0% | -1.6% |
| 30D | -0.3% | +22.6% | -22.9% | -3.6% |
| 3M | +4.3% | +43.8% | -39.5% | -2.0% |
| 6M | +8.8% | +65.7% | -56.9% | -0.8% |
| YTD | +15.3% | +131.1% | -115.8% | -1.7% |
| 1Y | +18.3% | +143.6% | -125.3% | -0.4% |
| 3Y | +52.8% | +201.4% | -148.6% | +20.8% |
| All | +53.0% | +567.8% | -514.8% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling