+754.3%
VLO vs RBA
+209.3%
+545.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.8% |
| 7D | -0.4% | +0.6% | -1.1% | -0.6% |
| 30D | -16.6% | +9.0% | -25.5% | -18.5% |
| 3M | +12.3% | +7.2% | +5.1% | +9.9% |
| 6M | +47.8% | -7.8% | +55.6% | +49.1% |
| YTD | +126.7% | -6.4% | +133.1% | +126.3% |
| 1Y | +105.4% | -4.2% | +109.5% | +103.4% |
| 3Y | +222.0% | +64.1% | +157.9% | +169.9% |
| 5Y | +449.8% | +48.4% | +401.4% | +361.0% |
| 10Y | +754.3% | +209.9% | +544.4% | +352.6% |
| All | +754.3% | +209.3% | +545.0% | +352.6% |
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