+1,115.8%
RSP vs VLO
+7,528.4%
-6,412.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | 0.0% |
| 7D | -1.0% | -13.3% | +12.3% | +3.0% |
| 30D | +2.6% | -18.3% | +20.9% | +8.2% |
| 3M | -0.8% | +14.3% | -15.1% | -5.5% |
| 6M | +6.3% | +47.6% | -41.4% | -6.7% |
| YTD | +14.1% | +116.0% | -101.8% | -11.6% |
| 1Y | +18.0% | +101.0% | -83.0% | -6.8% |
| 3Y | +61.0% | +199.0% | -138.0% | +9.5% |
| 5Y | +45.6% | +419.0% | -373.5% | -20.5% |
| 10Y | +220.2% | +778.2% | -558.0% | +33.0% |
| All | +1,115.8% | +7,528.4% | -6,412.7% | +149.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling