+275.2%
RTX vs VLO
+902.9%
-627.7%
-52.0%
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% | -2.0% |
| 7D | -3.1% | +5.8% | -8.9% | -4.8% |
| 30D | -10.6% | +28.3% | -38.9% | -17.5% |
| 3M | +11.6% | +48.7% | -37.1% | -2.5% |
| 6M | -4.5% | +71.9% | -76.4% | -21.6% |
| YTD | +9.6% | +138.7% | -129.1% | -20.1% |
| 1Y | +30.8% | +148.5% | -117.6% | -6.5% |
| 3Y | +152.8% | +192.7% | -39.8% | +63.6% |
| 5Y | +167.1% | +601.6% | -434.5% | +12.5% |
| 10Y | +275.2% | +900.2% | -625.0% | +26.5% |
| All | +275.2% | +902.9% | -627.7% | +26.5% |
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