+869.5%
VLO vs RBA
+185.7%
+683.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +5.2% | -2.9% | +8.1% | +6.0% |
| 30D | +22.6% | -12.3% | +34.9% | +26.5% |
| 3M | +43.8% | -20.5% | +64.3% | +51.0% |
| 6M | +65.7% | -18.5% | +84.3% | +72.3% |
| YTD | +131.1% | -18.2% | +149.3% | +139.3% |
| 1Y | +143.6% | -27.5% | +171.1% | +160.3% |
| 3Y | +201.4% | +38.1% | +163.3% | +163.4% |
| 5Y | +568.9% | +44.8% | +524.1% | +454.7% |
| All | +869.5% | +185.7% | +683.8% | +426.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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