+267.0%
RTX vs VLO
+779.3%
-512.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.1% | -4.5% | -2.4% |
| 7D | +3.4% | +6.8% | -3.4% | +1.2% |
| 30D | +8.4% | -17.9% | +26.2% | +14.8% |
| 3M | -10.7% | +13.5% | -24.2% | -14.9% |
| 6M | +11.7% | +53.0% | -41.3% | -4.4% |
| YTD | +9.3% | +133.7% | -124.4% | -20.4% |
| 1Y | +13.3% | +115.7% | -102.4% | -15.4% |
| 3Y | +156.1% | +231.9% | -75.8% | +57.1% |
| 5Y | +148.5% | +471.6% | -323.0% | +13.4% |
| All | +267.0% | +779.3% | -512.3% | +31.9% |
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 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