+273.8%
RTX vs VLO
+791.1%
-517.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.0% | +0.6% | +2.6% |
| 7D | -3.2% | -6.5% | +3.3% | -1.2% |
| 30D | +5.6% | -17.8% | +23.3% | +11.8% |
| 3M | -11.7% | +19.6% | -31.3% | -17.3% |
| 6M | +12.3% | +49.3% | -37.0% | -3.1% |
| YTD | +8.2% | +122.4% | -114.2% | -19.9% |
| 1Y | +12.6% | +107.4% | -94.9% | -14.9% |
| 3Y | +152.8% | +223.1% | -70.2% | +56.2% |
| 5Y | +140.2% | +432.2% | -292.0% | +12.4% |
| 10Y | +273.8% | +743.6% | -469.9% | +34.7% |
| All | +273.8% | +791.1% | -517.3% | +34.7% |
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