+10,266.7%
RTX vs VLO
+35,889.1%
-25,622.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -5.2% | +5.2% | -10.4% | -6.4% |
| 30D | -9.4% | +22.6% | -32.0% | -13.9% |
| 3M | +12.3% | +43.8% | -31.5% | +2.0% |
| 6M | -3.1% | +65.7% | -68.9% | -15.8% |
| YTD | +10.7% | +131.1% | -120.4% | -12.0% |
| 1Y | +28.4% | +143.6% | -115.2% | +0.4% |
| 3Y | +147.1% | +201.4% | -54.3% | +78.2% |
| 5Y | +167.2% | +568.9% | -401.6% | +51.5% |
| 10Y | +274.7% | +891.8% | -617.1% | +84.5% |
| All | +10,266.7% | +35,889.1% | -25,622.4% | +2,267.5% |
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 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