+32.1%
RTX vs VLO
+150.4%
-118.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.5% |
| 7D | -1.6% | +6.2% | -7.9% | -1.0% |
| 30D | -11.6% | +23.5% | -35.1% | -9.6% |
| 3M | +9.2% | +53.9% | -44.7% | +13.9% |
| 6M | -4.4% | +81.7% | -86.1% | -0.4% |
| YTD | +8.9% | +142.5% | -133.6% | +11.7% |
| 1Y | +32.1% | +145.4% | -113.3% | +34.9% |
| All | +32.1% | +150.4% | -118.3% | +34.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling