+10,035.4%
RTX vs VLO
+34,532.9%
-24,497.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.0% | +0.6% | +2.8% |
| 7D | -3.2% | -6.5% | +3.3% | -1.6% |
| 30D | +5.6% | -17.8% | +23.3% | +10.4% |
| 3M | -11.7% | +19.6% | -31.3% | -16.0% |
| 6M | +12.3% | +49.3% | -37.0% | +0.4% |
| YTD | +8.2% | +122.4% | -114.2% | -13.5% |
| 1Y | +12.6% | +107.4% | -94.9% | -8.6% |
| 3Y | +152.8% | +223.1% | -70.2% | +78.8% |
| 5Y | +140.2% | +432.2% | -292.0% | +44.0% |
| 10Y | +273.8% | +743.6% | -469.9% | +90.1% |
| All | +10,035.4% | +34,532.9% | -24,497.5% | +2,224.9% |
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 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