+143.6%
VLO vs RDW
+24.9%
+118.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | 0.0% |
| 7D | +5.2% | -3.1% | +8.3% | +5.2% |
| 30D | +22.6% | -1.8% | +24.4% | +22.5% |
| 3M | +43.8% | -50.9% | +94.6% | +45.0% |
| 6M | +65.7% | +13.5% | +52.3% | +62.5% |
| YTD | +131.1% | +38.6% | +92.5% | +124.2% |
| 1Y | +143.6% | +28.3% | +115.4% | +141.8% |
| All | +143.6% | +24.9% | +118.7% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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